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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 | $48,966 | $227,633-78.5% | $189,597-74.2% | $167,553-70.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 1.01% | 78.45%-77.4pp | 64.20%-63.2pp | 478.89%-477.9pp |
| Employer contribution / active EE | $2,766 | $5,317-48.0% | $4,412-37.3% | $4,840-42.9% |
| Participant deferral / active EE | $15,167 | $7,003+116.6% | $6,174+145.7% | $6,343+139.1% |
| Admin fee / account holder | $0 | $11,879-100.0% | $9,807-100.0% | $12,316-100.0% |