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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 | $28,152 | $183,592-84.7% | $155,574-81.9% | $145,877-80.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 5.72% | 61.37%-55.7pp | 64.87%-59.1pp | 551.28%-545.6pp |
| Employer contribution / active EE | $9,714 | $5,317+82.7% | $4,676+107.8% | $4,663+108.3% |
| Participant deferral / active EE | $0 | $6,466-100.0% | $5,629-100.0% | $6,691-100.0% |
| Admin fee / account holder | $0 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |