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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 | $50,784 | $228,352-77.8% | $185,835-72.7% | $158,966-68.1% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | -0.04% | 40.81%-40.8pp | 35.96%-36.0pp | 302.95%-303.0pp |
| Employer contribution / active EE | $20,000 | $4,967+302.7% | $4,087+389.3% | $4,762+320.0% |
| Participant deferral / active EE | $0 | $6,416-100.0% | $5,633-100.0% | $5,983-100.0% |
| Admin fee / account holder | $6 | $11,867-100.0% | $9,502-99.9% | $11,250-99.9% |