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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 | $64,018 | $157,296-59.3% | $141,191-54.7% | $152,897-58.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 8.82% | 64.34%-55.5pp | 71.41%-62.6pp | 345.43%-336.6pp |
| Employer contribution / active EE | $31,173 | $5,262+492.4% | $4,736+558.2% | $4,764+554.4% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $10 | $12,125-99.9% | $10,264-99.9% | $11,599-99.9% |