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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 | $107,300 | $115,901-7.4% | $100,525+6.7% | $158,931-32.5% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 2.61% | 34.80%-32.2pp | 30.89%-28.3pp | 302.86%-300.2pp |
| Employer contribution / active EE | $33,250 | $4,104+710.3% | $3,418+872.8% | $4,761+598.3% |
| Participant deferral / active EE | $22,750 | $6,675+240.8% | $6,270+262.8% | $5,982+280.3% |
| Admin fee / account holder | $0 | $10,998-100.0% | $8,082-100.0% | $11,247-100.0% |