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Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,948 | $106,247-1.2% | $96,515+8.7% | $139,466-24.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 2.78% | 38.47%-35.7pp | 35.73%-33.0pp | 373.66%-370.9pp |
| Employer contribution / active EE | $4,988 | $4,106+21.5% | $3,740+33.4% | $4,754+4.9% |
| Participant deferral / active EE | $26,250 | $5,456+381.2% | $4,880+437.9% | $6,712+291.1% |
| Admin fee / account holder | $0 | $7,885-100.0% | $6,735-100.0% | $11,409-100.0% |