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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 | $102,645 | $227,597-54.9% | $189,575-45.9% | $167,536-38.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 1.26% | 78.44%-77.2pp | 64.19%-62.9pp | 478.82%-477.6pp |
| Employer contribution / active EE | $25,000 | $5,316+370.3% | $4,412+466.6% | $4,839+416.6% |
| Participant deferral / active EE | $26,000 | $7,002+271.3% | $6,174+321.2% | $6,342+309.9% |
| Admin fee / account holder | $0 | $11,877-100.0% | $9,806-100.0% | $12,315-100.0% |