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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 | $59,106 | $105,623-44.0% | $87,502-32.5% | $273,972-78.4% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 0.01% | 12.26%-12.2pp | 12.21%-12.2pp | 41.46%-41.4pp |
| Employer contribution / active EE | $26,943 | $3,141+757.9% | $2,550+956.7% | $4,869+453.4% |
| Participant deferral / active EE | $15,000 | $3,601+316.6% | $3,149+376.4% | $5,287+183.7% |
| Admin fee / account holder | $0 | $4,781-100.0% | $4,221-100.0% | $10,133-100.0% |