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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 | $85,913 | $101,063-15.0% | $81,473+5.5% | $147,586-41.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 0.98% | 32.41%-31.4pp | 38.78%-37.8pp | 578.59%-577.6pp |
| Employer contribution / active EE | $22,250 | $3,206+594.1% | $2,568+766.5% | $4,876+356.3% |
| Participant deferral / active EE | $21,000 | $4,242+395.0% | $3,537+493.7% | $5,439+286.1% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,886-100.0% |