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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 | $45,947 | $232,540-80.2% | $185,117-75.2% | $147,586-68.9% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 0.82% | 43.03%-42.2pp | 40.50%-39.7pp | 578.59%-577.8pp |
| Employer contribution / active EE | $22,875 | $5,195+340.3% | $4,182+447.0% | $4,876+369.1% |
| Participant deferral / active EE | $26,000 | $5,834+345.7% | $5,045+415.4% | $5,439+378.1% |
| Admin fee / account holder | $0 | $10,275-100.0% | $8,159-100.0% | $10,886-100.0% |