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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 | $80,349 | $228,395-64.8% | $185,861-56.8% | $158,982-49.5% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 0.19% | 40.82%-40.6pp | 35.96%-35.8pp | 302.99%-302.8pp |
| Employer contribution / active EE | $1,343 | $4,968-73.0% | $4,088-67.2% | $4,763-71.8% |
| Participant deferral / active EE | $10,350 | $6,417+61.3% | $5,634+83.7% | $5,983+73.0% |
| Admin fee / account holder | $0 | $11,869-100.0% | $9,503-100.0% | $11,252-100.0% |