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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 | $151,613 | $110,410+37.3% | $102,437+48.0% | $145,897+3.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 7.08% | 24.85%-17.8pp | 24.95%-17.9pp | 552.29%-545.2pp |
| Employer contribution / active EE | $13,250 | $4,217+214.2% | $3,871+242.3% | $4,663+184.2% |
| Participant deferral / active EE | $23,000 | $5,622+309.1% | $5,060+354.5% | $6,689+243.8% |
| Admin fee / account holder | $0 | $9,745-100.0% | $8,388-100.0% | $13,390-100.0% |