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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 | $58,707 | $171,492-65.8% | $150,734-61.1% | $198,609-70.4% |
| Participation rate | 100.0% | 81.4%+18.6pp | 78.4%+21.6pp | 82.4%+17.6pp |
| Annual return | 3.14% | 804.70%-801.6pp | 600.81%-597.7pp | 202.70%-199.6pp |
| Employer contribution / active EE | $7,210 | $5,470+31.8% | $4,918+46.6% | $5,055+42.6% |
| Participant deferral / active EE | $0 | $6,259-100.0% | $5,610-100.0% | $6,977-100.0% |
| Admin fee / account holder | $10 | $17,628-99.9% | $14,905-99.9% | $19,030-99.9% |