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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 | $70,726 | $148,629-52.4% | $135,982-48.0% | $139,487-49.3% |
| Participation rate | 95.8% | 83.9%+12.0pp | 81.9%+13.9pp | 80.3%+15.5pp |
| Annual return | 3.13% | 79.33%-76.2pp | 68.32%-65.2pp | 373.84%-370.7pp |
| Employer contribution / active EE | $33,125 | $5,247+531.4% | $4,859+581.7% | $4,755+596.7% |
| Participant deferral / active EE | $0 | $8,102-100.0% | $7,760-100.0% | $6,713-100.0% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,407-100.0% |