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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 | $51,354 | $209,336-75.5% | $197,124-73.9% | $137,256-62.6% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 1.12% | 48.09%-47.0pp | 44.34%-43.2pp | 220.34%-219.2pp |
| Employer contribution / active EE | $1,353 | $6,591-79.5% | $6,227-78.3% | $4,156-67.5% |
| Participant deferral / active EE | $15,500 | $9,614+61.2% | $9,135+69.7% | $6,407+141.9% |
| Admin fee / account holder | $0 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |