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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 | $40,980 | $185,905-78.0% | $170,057-75.9% | $139,487-70.6% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 8.62% | 60.56%-51.9pp | 53.42%-44.8pp | 373.84%-365.2pp |
| Employer contribution / active EE | $3,257 | $7,597-57.1% | $6,790-52.0% | $4,755-31.5% |
| Participant deferral / active EE | $0 | $11,627-100.0% | $10,411-100.0% | $6,713-100.0% |
| Admin fee / account holder | $52 | $15,397-99.7% | $12,826-99.6% | $11,407-99.5% |