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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 | $242,105 | $85,094+184.5% | $76,327+217.2% | $145,877+66.0% |
| Participation rate | 100.0% | 82.9%+17.1pp | 79.2%+20.8pp | 80.3%+19.7pp |
| Annual return | 3.49% | 13.13%-9.6pp | 13.79%-10.3pp | 551.28%-547.8pp |
| Employer contribution / active EE | $20,000 | $5,261+280.1% | $4,584+336.3% | $4,663+328.9% |
| Participant deferral / active EE | $30,500 | $6,390+377.3% | $5,478+456.7% | $6,691+355.9% |
| Admin fee / account holder | $25 | $5,773-99.6% | $5,139-99.5% | $13,402-99.8% |