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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 | $58,186 | $176,786-67.1% | $146,643-60.3% | $167,536-65.3% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 1.95% | 24.04%-22.1pp | 22.75%-20.8pp | 478.82%-476.9pp |
| Employer contribution / active EE | $28,739 | $5,161+456.8% | $4,137+594.7% | $4,839+493.9% |
| Participant deferral / active EE | $13,000 | $6,440+101.9% | $5,506+136.1% | $6,342+105.0% |
| Admin fee / account holder | $0 | $13,262-100.0% | $10,280-100.0% | $12,315-100.0% |