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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 | $168,459 | $110,410+52.6% | $102,437+64.5% | $145,897+15.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 4.03% | 24.85%-20.8pp | 24.95%-20.9pp | 552.29%-548.3pp |
| Employer contribution / active EE | $12,619 | $4,217+199.2% | $3,871+226.0% | $4,663+170.6% |
| Participant deferral / active EE | $10,835 | $5,622+92.7% | $5,060+114.1% | $6,689+62.0% |
| Admin fee / account holder | $0 | $9,745-100.0% | $8,388-100.0% | $13,390-100.0% |