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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 | $82,405 | $211,288-61.0% | $178,540-53.8% | $145,884-43.5% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 4.13% | 30.27%-26.1pp | 27.15%-23.0pp | 551.85%-547.7pp |
| Employer contribution / active EE | $40,752 | $4,574+791.0% | $3,953+930.9% | $4,662+774.1% |
| Participant deferral / active EE | $0 | $6,967-100.0% | $6,281-100.0% | $6,690-100.0% |
| Admin fee / account holder | $91 | $12,105-99.2% | $10,424-99.1% | $13,392-99.3% |