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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 | $30,724 | $228,317-86.5% | $185,808-83.5% | $158,931-80.7% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 3.10% | 40.81%-37.7pp | 35.95%-32.9pp | 302.86%-299.8pp |
| Employer contribution / active EE | $6,266 | $4,964+26.2% | $4,086+53.4% | $4,761+31.6% |
| Participant deferral / active EE | $15,000 | $6,415+133.8% | $5,632+166.3% | $5,982+150.7% |
| Admin fee / account holder | $0 | $11,865-100.0% | $9,501-100.0% | $11,247-100.0% |