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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 | $77,449-1.3% | $69,483+10.0% | $152,909-50.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 1.62% | 39.09%-37.5pp | 28.99%-27.4pp | 345.46%-343.8pp |
| Employer contribution / active EE | $8,915 | $3,316+168.9% | $2,780+220.7% | $4,764+87.1% |
| Participant deferral / active EE | $7,200 | $4,415+63.1% | $3,537+103.6% | $5,851+23.0% |
| Admin fee / account holder | $0 | $6,210-100.0% | $3,841-100.0% | $11,601-100.0% |