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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 | $33,091 | $110,410-70.0% | $102,437-67.7% | $145,897-77.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 3.61% | 24.85%-21.2pp | 24.95%-21.3pp | 552.29%-548.7pp |
| Employer contribution / active EE | $12,152 | $4,217+188.2% | $3,871+214.0% | $4,663+160.6% |
| Participant deferral / active EE | $8,576 | $5,622+52.6% | $5,060+69.5% | $6,689+28.2% |
| Admin fee / account holder | $178 | $9,745-98.2% | $8,388-97.9% | $13,390-98.7% |