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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 | $24,458 | $215,361-88.6% | $171,082-85.7% | $273,972-91.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 0.01% | 25.14%-25.1pp | 32.56%-32.5pp | 41.46%-41.4pp |
| Employer contribution / active EE | $7,665 | $4,967+54.3% | $4,002+91.5% | $4,869+57.4% |
| Participant deferral / active EE | $11,250 | $5,543+102.9% | $4,797+134.5% | $5,287+112.8% |
| Admin fee / account holder | $0 | $10,846-100.0% | $8,520-100.0% | $10,133-100.0% |