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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 | $57,687 | $228,352-74.7% | $185,827-69.0% | $158,950-63.7% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 3.69% | 40.81%-37.1pp | 35.96%-32.3pp | 302.91%-299.2pp |
| Employer contribution / active EE | $15,000 | $4,967+202.0% | $4,087+267.0% | $4,762+215.0% |
| Participant deferral / active EE | $19,500 | $6,416+203.9% | $5,633+246.2% | $5,983+225.9% |
| Admin fee / account holder | $0 | $11,867-100.0% | $9,502-100.0% | $11,248-100.0% |