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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 | $33,735 | $176,838-80.9% | $146,685-77.0% | $167,518-79.9% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 1.49% | 24.04%-22.5pp | 22.75%-21.3pp | 478.71%-477.2pp |
| Employer contribution / active EE | $11,942 | $5,161+131.4% | $4,137+188.7% | $4,838+146.8% |
| Participant deferral / active EE | $13,000 | $6,441+101.8% | $5,507+136.1% | $6,342+105.0% |
| Admin fee / account holder | $25 | $13,262-99.8% | $10,281-99.8% | $12,312-99.8% |