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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 | $19,008 | $148,623-87.2% | $135,974-86.0% | $139,466-86.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 10.33% | 79.30%-69.0pp | 68.30%-58.0pp | 373.66%-363.3pp |
| Employer contribution / active EE | $6,279 | $5,246+19.7% | $4,859+29.2% | $4,754+32.1% |
| Participant deferral / active EE | $0 | $8,103-100.0% | $7,760-100.0% | $6,712-100.0% |
| Admin fee / account holder | $95 | $12,406-99.2% | $10,767-99.1% | $11,409-99.2% |