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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 | $37,787 | $201,372-81.2% | $184,260-79.5% | $145,884-74.1% |
| Participation rate | 88.9% | 87.5%+1.4pp | 86.8%+2.1pp | 80.3%+8.6pp |
| Annual return | 9.12% | 29.04%-19.9pp | 28.84%-19.7pp | 551.85%-542.7pp |
| Employer contribution / active EE | $8,894 | $7,024+26.6% | $6,427+38.4% | $4,662+90.8% |
| Participant deferral / active EE | $0 | $9,808-100.0% | $9,133-100.0% | $6,690-100.0% |
| Admin fee / account holder | $153 | $16,362-99.1% | $13,898-98.9% | $13,392-98.9% |