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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 | $40,631 | $185,312-78.1% | $161,489-74.8% | $154,746-73.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 8.92% | 103.84%-94.9pp | 89.72%-80.8pp | 172.34%-163.4pp |
| Employer contribution / active EE | $1,662 | $4,769-65.2% | $4,268-61.1% | $4,379-62.1% |
| Participant deferral / active EE | $12,104 | $6,350+90.6% | $5,630+115.0% | $6,730+79.8% |
| Admin fee / account holder | $0 | $18,654-100.0% | $16,006-100.0% | $14,365-100.0% |