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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 | $39,145 | $183,516-78.7% | $155,534-74.8% | $145,884-73.2% |
| Participation rate | 90.9% | 82.7%+8.2pp | 78.2%+12.7pp | 80.3%+10.6pp |
| Annual return | 2.44% | 61.43%-59.0pp | 64.92%-62.5pp | 551.85%-549.4pp |
| Employer contribution / active EE | $8,449 | $5,315+59.0% | $4,675+80.7% | $4,662+81.2% |
| Participant deferral / active EE | $2,445 | $6,467-62.2% | $5,630-56.6% | $6,690-63.4% |
| Admin fee / account holder | $0 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |