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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 | $32,711 | $209,336-84.4% | $197,124-83.4% | $137,256-76.2% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 1.70% | 48.09%-46.4pp | 44.34%-42.6pp | 220.34%-218.6pp |
| Employer contribution / active EE | $3,943 | $6,591-40.2% | $6,227-36.7% | $4,156-5.1% |
| Participant deferral / active EE | $0 | $9,614-100.0% | $9,135-100.0% | $6,407-100.0% |
| Admin fee / account holder | $0 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |