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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 | $67,681 | $171,867-60.6% | $149,721-54.8% | $147,586-54.1% |
| Participation rate | 95.2% | 88.2%+7.1pp | 87.1%+8.2pp | 82.8%+12.4pp |
| Annual return | 3.43% | 2113.36%-2109.9pp | 1501.67%-1498.2pp | 578.59%-575.2pp |
| Employer contribution / active EE | $3,333 | $6,275-46.9% | $5,444-38.8% | $4,876-31.6% |
| Participant deferral / active EE | $0 | $7,270-100.0% | $6,568-100.0% | $5,439-100.0% |
| Admin fee / account holder | $77 | $13,799-99.4% | $11,282-99.3% | $10,886-99.3% |