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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 | $46,148 | $113,338-59.3% | $94,993-51.4% | $147,586-68.7% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 5.30% | 20.80%-15.5pp | 27.14%-21.8pp | 578.59%-573.3pp |
| Employer contribution / active EE | $11,799 | $3,160+273.3% | $2,603+353.2% | $4,876+142.0% |
| Participant deferral / active EE | $6,000 | $3,777+58.9% | $3,317+80.9% | $5,439+10.3% |
| Admin fee / account holder | $0 | $6,063-100.0% | $4,960-100.0% | $10,886-100.0% |