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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 | $78,764 | $156,398-49.6% | $147,318-46.5% | $138,895-43.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 1.85% | 78.75%-76.9pp | 70.43%-68.6pp | 145.39%-143.5pp |
| Employer contribution / active EE | $31,875 | $4,853+556.8% | $4,593+594.0% | $4,194+660.0% |
| Participant deferral / active EE | $11,750 | $8,237+42.6% | $7,906+48.6% | $6,396+83.7% |
| Admin fee / account holder | $0 | $14,976-100.0% | $13,708-100.0% | $12,562-100.0% |