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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 | $38,915 | $201,344-80.7% | $184,243-78.9% | $145,877-73.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 4.81% | 29.01%-24.2pp | 28.82%-24.0pp | 551.28%-546.5pp |
| Employer contribution / active EE | $10,000 | $7,022+42.4% | $6,427+55.6% | $4,663+114.5% |
| Participant deferral / active EE | $0 | $9,807-100.0% | $9,132-100.0% | $6,691-100.0% |
| Admin fee / account holder | $196 | $16,382-98.8% | $13,914-98.6% | $13,402-98.5% |