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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 | $75,458 | $228,395-67.0% | $185,861-59.4% | $158,982-52.5% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 0.00% | 40.82%-40.8pp | 35.96%-36.0pp | 302.99%-303.0pp |
| Employer contribution / active EE | $2,988 | $4,968-39.9% | $4,088-26.9% | $4,763-37.3% |
| Participant deferral / active EE | $22,750 | $6,417+254.5% | $5,634+303.8% | $5,983+280.2% |
| Admin fee / account holder | $0 | $11,869-100.0% | $9,503-100.0% | $11,252-100.0% |