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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 | $37,553 | $106,247-64.7% | $96,515-61.1% | $139,466-73.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 5.19% | 38.47%-33.3pp | 35.73%-30.5pp | 373.66%-368.5pp |
| Employer contribution / active EE | $16,425 | $4,106+300.0% | $3,740+339.2% | $4,754+245.5% |
| Participant deferral / active EE | $0 | $5,456-100.0% | $4,880-100.0% | $6,712-100.0% |
| Admin fee / account holder | $0 | $7,885-100.0% | $6,735-100.0% | $11,409-100.0% |