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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 | $38,428 | $183,539-79.1% | $155,556-75.3% | $145,897-73.7% |
| Participation rate | 92.3% | 82.7%+9.6pp | 78.2%+14.1pp | 80.3%+12.0pp |
| Annual return | 7.56% | 61.31%-53.7pp | 64.84%-57.3pp | 552.29%-544.7pp |
| Employer contribution / active EE | $7,961 | $5,315+49.8% | $4,675+70.3% | $4,663+70.7% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,631-100.0% | $6,689-100.0% |
| Admin fee / account holder | $159 | $19,275-99.2% | $15,885-99.0% | $13,390-98.8% |