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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 | $118,025 | $99,345+18.8% | $84,753+39.3% | $273,972-56.9% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 0.04% | 22.93%-22.9pp | 22.78%-22.7pp | 41.46%-41.4pp |
| Employer contribution / active EE | $35,000 | $4,214+730.6% | $3,574+879.2% | $4,869+618.9% |
| Participant deferral / active EE | $24,000 | $4,270+462.1% | $3,712+546.6% | $5,287+353.9% |
| Admin fee / account holder | $0 | $6,645-100.0% | $5,333-100.0% | $10,133-100.0% |