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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 | $31,836 | $201,370-84.2% | $184,256-82.7% | $145,897-78.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 1.73% | 29.05%-27.3pp | 28.85%-27.1pp | 552.29%-550.6pp |
| Employer contribution / active EE | $2,171 | $7,024-69.1% | $6,427-66.2% | $4,663-53.4% |
| Participant deferral / active EE | $0 | $9,808-100.0% | $9,133-100.0% | $6,689-100.0% |
| Admin fee / account holder | $149 | $16,364-99.1% | $13,899-98.9% | $13,390-98.9% |