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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 | $166,242-76.7% | $165,071-76.6% | $145,884-73.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 2.37% | 100.44%-98.1pp | 70.17%-67.8pp | 551.85%-549.5pp |
| Employer contribution / active EE | $3,532 | $5,283-33.2% | $4,347-18.8% | $4,662-24.3% |
| Participant deferral / active EE | $19,125 | $6,964+174.6% | $6,035+216.9% | $6,690+185.9% |
| Admin fee / account holder | $0 | $16,658-100.0% | $12,695-100.0% | $13,392-100.0% |