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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 | $127,556 | $197,625-35.5% | $177,840-28.3% | $158,966-19.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 1.95% | 58.76%-56.8pp | 48.32%-46.4pp | 302.95%-301.0pp |
| Employer contribution / active EE | $20,250 | $6,698+202.3% | $5,919+242.1% | $4,762+325.2% |
| Participant deferral / active EE | $13,900 | $8,405+65.4% | $7,714+80.2% | $5,983+132.3% |
| Admin fee / account holder | $0 | $15,405-100.0% | $12,431-100.0% | $11,250-100.0% |