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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 | $209,535 | $77,707+169.6% | $70,160+198.7% | $139,466+50.2% |
| Participation rate | 100.0% | 83.1%+16.9pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 2.66% | 19.30%-16.6pp | 19.08%-16.4pp | 373.66%-371.0pp |
| Employer contribution / active EE | $20,000 | $4,986+301.2% | $4,285+366.7% | $4,754+320.7% |
| Participant deferral / active EE | $30,000 | $6,443+365.6% | $5,394+456.2% | $6,712+347.0% |
| Admin fee / account holder | $25 | $5,397-99.5% | $4,582-99.5% | $11,409-99.8% |