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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 | $160,028-40.8% | $147,080-35.6% | $145,884-35.1% |
| Participation rate | 95.8% | 84.0%+11.8pp | 82.2%+13.7pp | 80.3%+15.5pp |
| Annual return | 3.39% | 98.60%-95.2pp | 420.17%-416.8pp | 551.85%-548.5pp |
| Employer contribution / active EE | $31,250 | $5,286+491.2% | $4,933+533.4% | $4,662+570.3% |
| Participant deferral / active EE | $0 | $8,422-100.0% | $8,066-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $15,030-100.0% | $12,989-100.0% | $13,392-100.0% |