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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 | $107,377 | $107,3530% | $92,903+15.6% | $152,885-29.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 3.08% | 145.62%-142.5pp | 109.43%-106.3pp | 345.39%-342.3pp |
| Employer contribution / active EE | $9,902 | $4,222+134.5% | $3,653+171.0% | $4,763+107.9% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $28 | $7,081-99.6% | $5,795-99.5% | $11,598-99.8% |