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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 | $94,187 | $103,392-8.9% | $87,104+8.1% | $152,897-38.4% |
| Participation rate | 71.4% | 79.4%-7.9pp | 76.9%-5.4pp | 82.5%-11.0pp |
| Annual return | 2.18% | 28.10%-25.9pp | 28.19%-26.0pp | 345.43%-343.2pp |
| Employer contribution / active EE | $6,214 | $3,221+92.9% | $2,521+146.5% | $4,764+30.5% |
| Participant deferral / active EE | $6,214 | $4,778+30.1% | $4,048+53.5% | $5,851+6.2% |
| Admin fee / account holder | $0 | $12,194-100.0% | $7,491-100.0% | $11,599-100.0% |