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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 | $71,803 | $210,510-65.9% | $153,500-53.2% | $145,877-50.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 1.37% | 13.45%-12.1pp | 15.70%-14.3pp | 551.28%-549.9pp |
| Employer contribution / active EE | $14,873 | $6,052+145.8% | $5,039+195.1% | $4,663+219.0% |
| Participant deferral / active EE | $0 | $7,974-100.0% | $6,756-100.0% | $6,691-100.0% |
| Admin fee / account holder | $0 | $19,455-100.0% | $12,736-100.0% | $13,402-100.0% |