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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 | $21,854 | $183,592-88.1% | $155,574-86.0% | $145,877-85.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 2.94% | 61.37%-58.4pp | 64.87%-61.9pp | 551.28%-548.3pp |
| Employer contribution / active EE | $8,303 | $5,317+56.2% | $4,676+77.6% | $4,663+78.1% |
| Participant deferral / active EE | $7,625 | $6,466+17.9% | $5,629+35.5% | $6,691+14.0% |
| Admin fee / account holder | $0 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |