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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 | $115,917-7.4% | $100,535+6.7% | $158,982-32.5% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 2.61% | 34.80%-32.2pp | 30.90%-28.3pp | 302.99%-300.4pp |
| Employer contribution / active EE | $33,250 | $4,105+709.9% | $3,419+872.6% | $4,763+598.1% |
| Participant deferral / active EE | $22,750 | $6,677+240.7% | $6,271+262.8% | $5,983+280.2% |
| Admin fee / account holder | $0 | $11,002-100.0% | $8,085-100.0% | $11,252-100.0% |