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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 | $98,973 | $52,678+87.9% | $75,784+30.6% | $59,633+66.0% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.8%+24.2pp | 68.7%+31.3pp |
| Annual return | -5.56% | 2.95%-8.5pp | 9.68%-15.2pp | 2041.45%-2047.0pp |
| Employer contribution / active EE | $12,233 | $2,193+457.7% | $3,323+268.1% | $2,203+455.4% |
| Participant deferral / active EE | $4,057 | $2,591+56.6% | $3,652+11.1% | $3,192+27.1% |
| Admin fee / account holder | $277 | $3,610-92.3% | $5,300-94.8% | $4,297-93.6% |