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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 | $69,763 | $104,251-33.1% | $91,004-23.3% | $147,586-52.7% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 0.15% | 27.06%-26.9pp | 4.60%-4.4pp | 578.59%-578.4pp |
| Employer contribution / active EE | $11,855 | $3,116+280.5% | $2,456+382.8% | $4,876+143.1% |
| Participant deferral / active EE | $9,542 | $4,195+127.5% | $3,548+169.0% | $5,439+75.4% |
| Admin fee / account holder | $0 | $8,948-100.0% | $5,417-100.0% | $10,886-100.0% |