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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 | $91,943 | $107,341-14.3% | $92,897-1.0% | $152,870-39.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 2.05% | 145.59%-143.5pp | 109.42%-107.4pp | 345.34%-343.3pp |
| Employer contribution / active EE | $38,562 | $4,221+813.5% | $3,653+955.7% | $4,763+709.7% |
| Participant deferral / active EE | $0 | $4,847-100.0% | $4,238-100.0% | $5,850-100.0% |
| Admin fee / account holder | $0 | $7,080-100.0% | $5,794-100.0% | $11,597-100.0% |