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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 | $93,385 | $104,664-10.8% | $85,693+9.0% | $167,518-44.3% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 1.05% | 21.45%-20.4pp | 21.49%-20.4pp | 478.71%-477.7pp |
| Employer contribution / active EE | $32,991 | $3,337+888.7% | $2,618+1160.1% | $4,838+581.8% |
| Participant deferral / active EE | $13,000 | $4,824+169.5% | $3,923+231.4% | $6,342+105.0% |
| Admin fee / account holder | $300 | $10,032-97.0% | $6,874-95.6% | $12,312-97.6% |