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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 | $152,587-50.5% | $125,175-39.6% | $152,870-50.5% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 2.04% | 54.84%-52.8pp | 43.79%-41.7pp | 345.34%-343.3pp |
| Employer contribution / active EE | $18,781 | $4,946+279.7% | $3,865+385.9% | $4,763+294.3% |
| Participant deferral / active EE | $14,358 | $5,868+144.7% | $4,937+190.8% | $5,850+145.4% |
| Admin fee / account holder | $0 | $13,434-100.0% | $9,702-100.0% | $11,597-100.0% |