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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 | $55,207 | $88,707-37.8% | $74,184-25.6% | $273,972-79.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | -0.39% | 11.94%-12.3pp | 17.74%-18.1pp | 41.46%-41.8pp |
| Employer contribution / active EE | $7,848 | $3,159+148.4% | $2,370+231.1% | $4,869+61.2% |
| Participant deferral / active EE | $12,000 | $4,212+184.9% | $3,550+238.1% | $5,287+127.0% |
| Admin fee / account holder | $0 | $8,717-100.0% | $5,586-100.0% | $10,133-100.0% |