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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 | $62,146 | $95,580-35.0% | $76,872-19.2% | $139,466-55.4% |
| Participation rate | 100.0% | 74.0%+26.0pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 2.35% | 55.00%-52.6pp | 37.90%-35.6pp | 373.66%-371.3pp |
| Employer contribution / active EE | $3,333 | $3,145+6.0% | $2,533+31.6% | $4,754-29.9% |
| Participant deferral / active EE | $0 | $4,623-100.0% | $3,832-100.0% | $6,712-100.0% |
| Admin fee / account holder | $84 | $8,302-99.0% | $5,476-98.5% | $11,409-99.3% |