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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 | $31,530 | $227,566-86.1% | $189,558-83.4% | $167,518-81.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.5%+21.5pp | 82.1%+17.9pp |
| Annual return | 1.35% | 78.43%-77.1pp | 64.19%-62.8pp | 478.71%-477.4pp |
| Employer contribution / active EE | $16,365 | $5,316+207.9% | $4,412+270.9% | $4,838+238.2% |
| Participant deferral / active EE | $5,107 | $7,002-27.1% | $6,174-17.3% | $6,342-19.5% |
| Admin fee / account holder | $3 | $11,881-100.0% | $9,809-100.0% | $12,312-100.0% |