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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 | $156,245 | $127,790+22.3% | $106,554+46.6% | $167,553-6.7% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 0.05% | 33.88%-33.8pp | 26.80%-26.8pp | 478.89%-478.8pp |
| Employer contribution / active EE | $12,000 | $3,427+250.1% | $2,819+325.6% | $4,840+148.0% |
| Participant deferral / active EE | $0 | $5,088-100.0% | $4,398-100.0% | $6,343-100.0% |
| Admin fee / account holder | $0 | $11,231-100.0% | $7,408-100.0% | $12,316-100.0% |