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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 | $127,862 | $76,312+67.6% | $67,221+90.2% | $158,950-19.6% |
| Participation rate | 100.0% | 84.3%+15.7pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 4.58% | 22.77%-18.2pp | 20.72%-16.1pp | 302.91%-298.3pp |
| Employer contribution / active EE | $20,000 | $4,476+346.8% | $3,723+437.2% | $4,762+320.0% |
| Participant deferral / active EE | $26,000 | $5,264+393.9% | $4,384+493.1% | $5,983+334.6% |
| Admin fee / account holder | $25 | $8,005-99.7% | $5,844-99.6% | $11,248-99.8% |