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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 | $96,282 | $111,814-13.9% | $103,374-6.9% | $145,959-34.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 1.67% | 24.77%-23.1pp | 24.89%-23.2pp | 561.95%-560.3pp |
| Employer contribution / active EE | $23,855 | $4,214+466.1% | $3,869+516.5% | $4,661+411.8% |
| Participant deferral / active EE | $11,500 | $5,618+104.7% | $5,058+127.4% | $6,689+71.9% |
| Admin fee / account holder | $0 | $9,754-100.0% | $8,394-100.0% | $13,398-100.0% |