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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 | $50,388 | $201,344-75.0% | $184,243-72.7% | $145,877-65.5% |
| Participation rate | 80.0% | 87.5%-7.5pp | 86.8%-6.8pp | 80.3%-0.3pp |
| Annual return | 5.75% | 29.01%-23.3pp | 28.82%-23.1pp | 551.28%-545.5pp |
| Employer contribution / active EE | $2,912 | $7,022-58.5% | $6,427-54.7% | $4,663-37.5% |
| Participant deferral / active EE | $0 | $9,807-100.0% | $9,132-100.0% | $6,691-100.0% |
| Admin fee / account holder | $185 | $16,382-98.9% | $13,914-98.7% | $13,402-98.6% |