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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 | $211,993 | $101,063+109.8% | $81,473+160.2% | $147,586+43.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 0.63% | 32.41%-31.8pp | 38.78%-38.2pp | 578.59%-578.0pp |
| Employer contribution / active EE | $3,600 | $3,206+12.3% | $2,568+40.2% | $4,876-26.2% |
| Participant deferral / active EE | $24,000 | $4,242+465.7% | $3,537+578.6% | $5,439+341.3% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,886-100.0% |