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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 | $37,135 | $140,592-73.6% | $123,106-69.8% | $125,388-70.4% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -3.53% | 16.80%-20.3pp | 13.22%-16.7pp | 282.24%-285.8pp |
| Employer contribution / active EE | $10,994 | $6,041+82.0% | $5,151+113.4% | $4,866+125.9% |
| Participant deferral / active EE | $11,439 | $6,980+63.9% | $6,229+83.6% | $5,352+113.8% |
| Admin fee / account holder | $42 | $11,198-99.6% | $9,015-99.5% | $9,541-99.6% |