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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 | $58,483 | $135,956-57.0% | $123,894-52.8% | $273,972-78.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 1.02% | 56.63%-55.6pp | 47.52%-46.5pp | 41.46%-40.4pp |
| Employer contribution / active EE | $23,215 | $5,170+349.1% | $4,617+402.8% | $4,869+376.8% |
| Participant deferral / active EE | $16,075 | $6,343+153.4% | $5,984+168.6% | $5,287+204.0% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |