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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 | $94,685 | $160,070-40.8% | $147,117-35.6% | $145,897-35.1% |
| Participation rate | 95.8% | 84.0%+11.8pp | 82.2%+13.6pp | 80.3%+15.5pp |
| Annual return | 3.39% | 98.69%-95.3pp | 420.54%-417.2pp | 552.29%-548.9pp |
| Employer contribution / active EE | $31,250 | $5,285+491.4% | $4,932+533.6% | $4,663+570.2% |
| Participant deferral / active EE | $0 | $8,419-100.0% | $8,065-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $15,035-100.0% | $12,993-100.0% | $13,390-100.0% |