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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 | $57,385 | $228,395-74.9% | $185,861-69.1% | $158,982-63.9% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 0.52% | 40.82%-40.3pp | 35.96%-35.4pp | 302.99%-302.5pp |
| Employer contribution / active EE | $45,234 | $4,968+810.6% | $4,088+1006.5% | $4,763+849.7% |
| Participant deferral / active EE | $26,000 | $6,417+305.2% | $5,634+361.5% | $5,983+334.5% |
| Admin fee / account holder | $153 | $11,869-98.7% | $9,503-98.4% | $11,252-98.6% |