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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 | $63,272 | $202,342-68.7% | $172,752-63.4% | $152,897-58.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 1.65% | 1029.83%-1028.2pp | 802.97%-801.3pp | 345.43%-343.8pp |
| Employer contribution / active EE | $13,794 | $5,858+135.5% | $5,144+168.2% | $4,764+189.6% |
| Participant deferral / active EE | $8,333 | $5,948+40.1% | $5,198+60.3% | $5,851+42.4% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,599-100.0% |