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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 | $55,040 | $171,492-67.9% | $150,734-63.5% | $198,609-72.3% |
| Participation rate | 93.3% | 81.4%+11.9pp | 78.4%+14.9pp | 82.4%+11.0pp |
| Annual return | 3.42% | 804.70%-801.3pp | 600.81%-597.4pp | 202.70%-199.3pp |
| Employer contribution / active EE | $27,716 | $5,470+406.7% | $4,918+463.5% | $5,055+448.2% |
| Participant deferral / active EE | $0 | $6,259-100.0% | $5,610-100.0% | $6,977-100.0% |
| Admin fee / account holder | $46 | $17,628-99.7% | $14,905-99.7% | $19,030-99.8% |