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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 | $25,622 | $176,105-85.5% | $159,474-83.9% | $167,536-84.7% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 1.02% | 331.91%-330.9pp | 263.68%-262.7pp | 478.82%-477.8pp |
| Employer contribution / active EE | $10,707 | $5,299+102.1% | $4,831+121.6% | $4,839+121.3% |
| Participant deferral / active EE | $0 | $7,751-100.0% | $7,353-100.0% | $6,342-100.0% |
| Admin fee / account holder | $0 | $12,559-100.0% | $10,802-100.0% | $12,315-100.0% |