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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 | $30,984 | $98,240-68.5% | $82,312-62.4% | $147,586-79.0% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 6.11% | 30.85%-24.7pp | 25.88%-19.8pp | 578.59%-572.5pp |
| Employer contribution / active EE | $9,869 | $3,192+209.2% | $2,428+306.4% | $4,876+102.4% |
| Participant deferral / active EE | $6,976 | $4,383+59.2% | $3,706+88.2% | $5,439+28.3% |
| Admin fee / account holder | $156 | $8,563-98.2% | $5,608-97.2% | $10,886-98.6% |