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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 | $31,858 | $201,370-84.2% | $184,256-82.7% | $145,897-78.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 2.79% | 29.05%-26.3pp | 28.85%-26.1pp | 552.29%-549.5pp |
| Employer contribution / active EE | $6,506 | $7,024-7.4% | $6,427+1.2% | $4,663+39.5% |
| Participant deferral / active EE | $5,750 | $9,808-41.4% | $9,133-37.0% | $6,689-14.0% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,899-100.0% | $13,390-100.0% |