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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 | $43,155 | $183,592-76.5% | $155,567-72.3% | $145,959-70.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 5.29% | 61.24%-55.9pp | 64.74%-59.4pp | 561.95%-556.7pp |
| Employer contribution / active EE | $6,090 | $5,315+14.6% | $4,674+30.3% | $4,661+30.7% |
| Participant deferral / active EE | $7,667 | $6,464+18.6% | $5,628+36.2% | $6,689+14.6% |
| Admin fee / account holder | $0 | $19,318-100.0% | $15,916-100.0% | $13,398-100.0% |