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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 | $85,415 | $157,296-45.7% | $141,191-39.5% | $152,897-44.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 0.80% | 64.34%-63.5pp | 71.41%-70.6pp | 345.43%-344.6pp |
| Employer contribution / active EE | $12,750 | $5,262+142.3% | $4,736+169.2% | $4,764+167.7% |
| Participant deferral / active EE | $22,000 | $7,111+209.4% | $6,710+227.9% | $5,851+276.0% |
| Admin fee / account holder | $0 | $12,125-100.0% | $10,264-100.0% | $11,599-100.0% |