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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 | $210,343-83.2% | $153,432-76.9% | $145,959-75.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 7.22% | 13.38%-6.2pp | 15.66%-8.4pp | 561.95%-554.7pp |
| Employer contribution / active EE | $15,679 | $6,047+159.3% | $5,038+211.2% | $4,661+236.4% |
| Participant deferral / active EE | $2,923 | $7,977-63.4% | $6,757-56.7% | $6,689-56.3% |
| Admin fee / account holder | $0 | $19,424-100.0% | $12,725-100.0% | $13,398-100.0% |