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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 | $76,437 | $77,419-1.3% | $69,461+10.0% | $152,870-50.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 1.62% | 39.07%-37.5pp | 28.97%-27.4pp | 345.34%-343.7pp |
| Employer contribution / active EE | $8,915 | $3,315+168.9% | $2,779+220.8% | $4,763+87.2% |
| Participant deferral / active EE | $7,200 | $4,414+63.1% | $3,536+103.6% | $5,850+23.1% |
| Admin fee / account holder | $0 | $6,207-100.0% | $3,840-100.0% | $11,597-100.0% |