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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 | $35,376 | $210,991-83.2% | $153,741-77.0% | $145,897-75.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 7.22% | 13.46%-6.2pp | 15.71%-8.5pp | 552.29%-545.1pp |
| Employer contribution / active EE | $15,679 | $6,057+158.8% | $5,042+211.0% | $4,663+236.3% |
| Participant deferral / active EE | $2,923 | $7,979-63.4% | $6,757-56.7% | $6,689-56.3% |
| Admin fee / account holder | $0 | $19,490-100.0% | $12,749-100.0% | $13,390-100.0% |