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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 | $70,653 | $69,248+2.0% | $64,101+10.2% | $139,466-49.3% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 1.01% | 45.95%-44.9pp | 33.72%-32.7pp | 373.66%-372.7pp |
| Employer contribution / active EE | $29,073 | $3,185+812.9% | $2,749+957.7% | $4,754+511.5% |
| Participant deferral / active EE | $22,500 | $4,682+380.5% | $3,881+479.8% | $6,712+235.2% |
| Admin fee / account holder | $0 | $4,247-100.0% | $3,070-100.0% | $11,409-100.0% |