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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 | $38,704 | $166,020-76.7% | $164,866-76.5% | $145,959-73.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 2.37% | 100.08%-97.7pp | 69.97%-67.6pp | 561.95%-559.6pp |
| Employer contribution / active EE | $3,532 | $5,275-33.0% | $4,343-18.7% | $4,661-24.2% |
| Participant deferral / active EE | $19,125 | $6,961+174.8% | $6,033+217.0% | $6,689+185.9% |
| Admin fee / account holder | $0 | $16,644-100.0% | $12,689-100.0% | $13,398-100.0% |