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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 | $109,349 | $115,903-5.7% | $100,528+8.8% | $158,966-31.2% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 0.00% | 34.80%-34.8pp | 30.90%-30.9pp | 302.95%-302.9pp |
| Employer contribution / active EE | $21,750 | $4,105+429.8% | $3,419+536.2% | $4,762+356.7% |
| Participant deferral / active EE | $19,500 | $6,677+192.1% | $6,271+210.9% | $5,983+225.9% |
| Admin fee / account holder | $0 | $11,000-100.0% | $8,084-100.0% | $11,250-100.0% |