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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 | $166,278 | $93,064+78.7% | $74,577+123.0% | $273,972-39.3% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 0.29% | 26.18%-25.9pp | 20.47%-20.2pp | 41.46%-41.2pp |
| Employer contribution / active EE | $35,000 | $3,160+1007.6% | $2,525+1286.0% | $4,869+618.9% |
| Participant deferral / active EE | $21,000 | $4,160+404.8% | $3,458+507.3% | $5,287+297.2% |
| Admin fee / account holder | $0 | $5,273-100.0% | $4,138-100.0% | $10,133-100.0% |