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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 | $39,629 | $178,174-77.8% | $156,181-74.6% | $137,256-71.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 3.19% | 84.19%-81.0pp | 64.87%-61.7pp | 220.34%-217.2pp |
| Employer contribution / active EE | $12,500 | $4,972+151.4% | $4,294+191.1% | $4,156+200.8% |
| Participant deferral / active EE | $0 | $6,888-100.0% | $6,132-100.0% | $6,407-100.0% |
| Admin fee / account holder | $0 | $17,404-100.0% | $14,586-100.0% | $12,270-100.0% |