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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 | $36,438 | $183,592-80.2% | $155,574-76.6% | $145,877-75.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 6.41% | 61.37%-55.0pp | 64.87%-58.5pp | 551.28%-544.9pp |
| Employer contribution / active EE | $1,171 | $5,317-78.0% | $4,676-75.0% | $4,663-74.9% |
| Participant deferral / active EE | $12,364 | $6,466+91.2% | $5,629+119.6% | $6,691+84.8% |
| Admin fee / account holder | $0 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |