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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 | $75,600 | $152,619-50.5% | $125,195-39.6% | $152,909-50.6% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 2.04% | 54.85%-52.8pp | 43.79%-41.8pp | 345.46%-343.4pp |
| Employer contribution / active EE | $18,781 | $4,947+279.6% | $3,866+385.8% | $4,764+294.2% |
| Participant deferral / active EE | $14,358 | $5,869+144.6% | $4,937+190.8% | $5,851+145.4% |
| Admin fee / account holder | $0 | $13,437-100.0% | $9,704-100.0% | $11,601-100.0% |