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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 | $48,594 | $108,912-55.4% | $100,383-51.6% | $145,959-66.7% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 0.61% | 57.96%-57.4pp | 49.26%-48.6pp | 561.95%-561.3pp |
| Employer contribution / active EE | $36,913 | $4,423+734.6% | $3,944+836.0% | $4,661+692.0% |
| Participant deferral / active EE | $0 | $8,451-100.0% | $8,086-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $9,690-100.0% | $7,900-100.0% | $13,398-100.0% |