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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 | $132,337 | $96,956+36.5% | $69,779+89.7% | $273,972-51.7% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.8%+28.2pp | 83.0%+17.0pp |
| Annual return | 1.11% | 12.93%-11.8pp | 12.99%-11.9pp | 41.46%-40.3pp |
| Employer contribution / active EE | $18,750 | $3,316+465.5% | $2,338+701.8% | $4,869+285.1% |
| Participant deferral / active EE | $0 | $3,744-100.0% | $2,931-100.0% | $5,287-100.0% |
| Admin fee / account holder | $1 | $7,934-100.0% | $4,381-100.0% | $10,133-100.0% |