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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 | $232,466 | $100,901+130.4% | $75,670+207.2% | $147,585+57.5% |
| Participation rate | 100.0% | 77.1%+22.9pp | 72.3%+27.7pp | 82.8%+17.2pp |
| Annual return | 3.83% | 35.78%-32.0pp | 27.34%-23.5pp | 578.57%-574.7pp |
| Employer contribution / active EE | $6,844 | $3,253+110.4% | $2,352+191.0% | $4,876+40.4% |
| Participant deferral / active EE | $12,000 | $4,027+198.0% | $3,142+281.9% | $5,439+120.6% |
| Admin fee / account holder | $0 | $11,285-100.0% | $5,800-100.0% | $10,885-100.0% |