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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 | $102,111 | $165,939-38.5% | $122,354-16.5% | $147,585-30.8% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 5.18% | 34.56%-29.4pp | 30.28%-25.1pp | 578.58%-573.4pp |
| Employer contribution / active EE | $24,454 | $5,754+325.0% | $4,051+503.7% | $4,876+401.5% |
| Participant deferral / active EE | $24,000 | $4,005+499.2% | $3,287+630.1% | $5,439+341.3% |
| Admin fee / account holder | $0 | $7,425-100.0% | $5,479-100.0% | $10,886-100.0% |