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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 | $73,732 | $148,623-50.4% | $135,974-45.8% | $139,466-47.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 3.04% | 79.30%-76.3pp | 68.30%-65.3pp | 373.66%-370.6pp |
| Employer contribution / active EE | $14,515 | $5,246+176.7% | $4,859+198.7% | $4,754+205.3% |
| Participant deferral / active EE | $0 | $8,103-100.0% | $7,760-100.0% | $6,712-100.0% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,409-100.0% |