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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 | $87,049 | $165,939-47.5% | $122,354-28.9% | $147,586-41.0% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 0.14% | 34.56%-34.4pp | 30.28%-30.1pp | 578.59%-578.4pp |
| Employer contribution / active EE | $12,563 | $5,754+118.3% | $4,051+210.1% | $4,876+157.6% |
| Participant deferral / active EE | $3,600 | $4,005-10.1% | $3,287+9.5% | $5,439-33.8% |
| Admin fee / account holder | $0 | $7,425-100.0% | $5,479-100.0% | $10,886-100.0% |