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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 | $103,164-17.1% | $90,259-5.2% | $154,746-44.7% |
| Participation rate | 100.0% | 76.1%+23.9pp | 70.7%+29.3pp | 80.7%+19.3pp |
| Annual return | 2.25% | 19.25%-17.0pp | 18.88%-16.6pp | 172.34%-170.1pp |
| Employer contribution / active EE | $25,000 | $2,532+887.5% | $2,291+991.1% | $4,379+470.9% |
| Participant deferral / active EE | $0 | $4,422-100.0% | $3,827-100.0% | $6,730-100.0% |
| Admin fee / account holder | $0 | $8,593-100.0% | $7,267-100.0% | $14,365-100.0% |