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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 | $59,377 | $166,242-64.3% | $165,071-64.0% | $145,884-59.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 3.65% | 100.44%-96.8pp | 70.17%-66.5pp | 551.85%-548.2pp |
| Employer contribution / active EE | $34,500 | $5,283+553.1% | $4,347+693.6% | $4,662+640.0% |
| Participant deferral / active EE | $0 | $6,964-100.0% | $6,035-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $16,658-100.0% | $12,695-100.0% | $13,392-100.0% |