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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 | $85,536 | $102,245-16.3% | $89,340-4.3% | $137,256-37.7% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 2.25% | 21.89%-19.6pp | 20.57%-18.3pp | 220.34%-218.1pp |
| Employer contribution / active EE | $25,000 | $2,529+888.5% | $2,231+1020.4% | $4,156+501.5% |
| Participant deferral / active EE | $0 | $4,436-100.0% | $3,823-100.0% | $6,407-100.0% |
| Admin fee / account holder | $0 | $8,085-100.0% | $6,704-100.0% | $12,270-100.0% |