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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 | $225,673-62.9% | $203,872-58.9% | $155,188-46.1% |
| Participation rate | 100.0% | 80.3%+19.7pp | 77.8%+22.2pp | 80.8%+19.2pp |
| Annual return | 5.32% | 95.91%-90.6pp | 85.11%-79.8pp | 148.84%-143.5pp |
| Employer contribution / active EE | $34,500 | $4,099+741.8% | $3,757+818.2% | $4,248+712.2% |
| Participant deferral / active EE | $0 | $6,893-100.0% | $6,388-100.0% | $6,531-100.0% |
| Admin fee / account holder | $33 | $12,327-99.7% | $11,730-99.7% | $14,480-99.8% |