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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 | $81,250 | $232,540-65.1% | $185,117-56.1% | $147,586-44.9% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 5.46% | 43.03%-37.6pp | 40.50%-35.0pp | 578.59%-573.1pp |
| Employer contribution / active EE | $25,027 | $5,195+381.7% | $4,182+498.5% | $4,876+413.2% |
| Participant deferral / active EE | $16,000 | $5,834+174.3% | $5,045+217.1% | $5,439+194.2% |
| Admin fee / account holder | $298 | $10,275-97.1% | $8,159-96.3% | $10,886-97.3% |