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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 | $106,556 | $201,370-47.1% | $184,256-42.2% | $145,897-27.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 9.43% | 29.05%-19.6pp | 28.85%-19.4pp | 552.29%-542.9pp |
| Employer contribution / active EE | $18,917 | $7,024+169.3% | $6,427+194.3% | $4,663+305.7% |
| Participant deferral / active EE | $0 | $9,808-100.0% | $9,133-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,899-100.0% | $13,390-100.0% |