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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 | $44,911 | $185,883-75.8% | $170,043-73.6% | $139,466-67.8% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 5.26% | 60.54%-55.3pp | 53.40%-48.1pp | 373.66%-368.4pp |
| Employer contribution / active EE | $1,794 | $7,596-76.4% | $6,790-73.6% | $4,754-62.3% |
| Participant deferral / active EE | $11,250 | $11,626-3.2% | $10,410+8.1% | $6,712+67.6% |
| Admin fee / account holder | $0 | $15,393-100.0% | $12,824-100.0% | $11,409-100.0% |