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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 | $62,294 | $201,344-69.1% | $184,243-66.2% | $145,877-57.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 3.74% | 29.01%-25.3pp | 28.82%-25.1pp | 551.28%-547.5pp |
| Employer contribution / active EE | $1,920 | $7,022-72.7% | $6,427-70.1% | $4,663-58.8% |
| Participant deferral / active EE | $11,817 | $9,807+20.5% | $9,132+29.4% | $6,691+76.6% |
| Admin fee / account holder | $0 | $16,382-100.0% | $13,914-100.0% | $13,402-100.0% |