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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 | $57,109 | $166,242-65.6% | $165,071-65.4% | $145,884-60.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 2.84% | 100.44%-97.6pp | 70.17%-67.3pp | 551.85%-549.0pp |
| Employer contribution / active EE | $2,280 | $5,283-56.8% | $4,347-47.6% | $4,662-51.1% |
| Participant deferral / active EE | $15,333 | $6,964+120.2% | $6,035+154.1% | $6,690+129.2% |
| Admin fee / account holder | $0 | $16,658-100.0% | $12,695-100.0% | $13,392-100.0% |