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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 | $86,524 | $77,449+11.7% | $69,483+24.5% | $152,909-43.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 1.27% | 39.09%-37.8pp | 28.99%-27.7pp | 345.46%-344.2pp |
| Employer contribution / active EE | $10,640 | $3,316+220.9% | $2,780+282.8% | $4,764+123.3% |
| Participant deferral / active EE | $2,813 | $4,415-36.3% | $3,537-20.5% | $5,851-51.9% |
| Admin fee / account holder | $0 | $6,210-100.0% | $3,841-100.0% | $11,601-100.0% |