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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 | $77,371 | $115,917-33.3% | $100,535-23.0% | $158,982-51.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 6.13% | 34.80%-28.7pp | 30.90%-24.8pp | 302.99%-296.9pp |
| Employer contribution / active EE | $18,345 | $4,105+346.9% | $3,419+436.6% | $4,763+285.2% |
| Participant deferral / active EE | $14,902 | $6,677+123.2% | $6,271+137.6% | $5,983+149.1% |
| Admin fee / account holder | $0 | $11,002-100.0% | $8,085-100.0% | $11,252-100.0% |