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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 | $43,829 | $183,516-76.1% | $155,534-71.8% | $145,884-70.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 7.24% | 61.43%-54.2pp | 64.92%-57.7pp | 551.85%-544.6pp |
| Employer contribution / active EE | $1,889 | $5,315-64.4% | $4,675-59.6% | $4,662-59.5% |
| Participant deferral / active EE | $3,688 | $6,467-43.0% | $5,630-34.5% | $6,690-44.9% |
| Admin fee / account holder | $0 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |