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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 | $200,530 | $71,809+179.3% | $61,048+228.5% | $152,897+31.2% |
| Participation rate | 100.0% | 84.2%+15.8pp | 79.3%+20.7pp | 82.5%+17.5pp |
| Annual return | 2.16% | 29.74%-27.6pp | 26.18%-24.0pp | 345.43%-343.3pp |
| Employer contribution / active EE | $21,667 | $4,545+376.8% | $3,716+483.0% | $4,764+354.9% |
| Participant deferral / active EE | $25,000 | $5,467+357.3% | $4,470+459.2% | $5,851+327.3% |
| Admin fee / account holder | $25 | $4,750-99.5% | $3,728-99.3% | $11,599-99.8% |