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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 | $107,368-14.4% | $92,915-1.0% | $152,909-39.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 2.05% | 145.64%-143.6pp | 109.45%-107.4pp | 345.46%-343.4pp |
| Employer contribution / active EE | $38,562 | $4,222+813.3% | $3,653+955.5% | $4,764+709.5% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $7,082-100.0% | $5,796-100.0% | $11,601-100.0% |