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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 | $44,127 | $104,251-57.7% | $91,004-51.5% | $147,586-70.1% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 8.62% | 27.06%-18.4pp | 4.60%+4.0pp | 578.59%-570.0pp |
| Employer contribution / active EE | $22,333 | $3,116+616.8% | $2,456+809.4% | $4,876+358.0% |
| Participant deferral / active EE | $6,000 | $4,195+43.0% | $3,548+69.1% | $5,439+10.3% |
| Admin fee / account holder | $0 | $8,948-100.0% | $5,417-100.0% | $10,886-100.0% |