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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 | $83,708 | $208,088-59.8% | $186,193-55.0% | $154,746-45.9% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 5.32% | 89.97%-84.7pp | 78.03%-72.7pp | 172.34%-167.0pp |
| Employer contribution / active EE | $34,500 | $4,340+694.9% | $3,918+780.5% | $4,379+687.8% |
| Participant deferral / active EE | $0 | $7,078-100.0% | $6,513-100.0% | $6,730-100.0% |
| Admin fee / account holder | $33 | $11,698-99.7% | $11,058-99.7% | $14,365-99.8% |