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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 | $105,000 | $183,592-42.8% | $155,567-32.5% | $145,959-28.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 3.15% | 61.24%-58.1pp | 64.74%-61.6pp | 561.95%-558.8pp |
| Employer contribution / active EE | $14,278 | $5,315+168.6% | $4,674+205.5% | $4,661+206.3% |
| Participant deferral / active EE | $0 | $6,464-100.0% | $5,628-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $19,318-100.0% | $15,916-100.0% | $13,398-100.0% |