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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 | $76,336 | $201,372-62.1% | $184,260-58.6% | $145,884-47.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 3.15% | 29.04%-25.9pp | 28.84%-25.7pp | 551.85%-548.7pp |
| Employer contribution / active EE | $13,333 | $7,024+89.8% | $6,427+107.4% | $4,662+186.0% |
| Participant deferral / active EE | $0 | $9,808-100.0% | $9,133-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $16,362-100.0% | $13,898-100.0% | $13,392-100.0% |