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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 | $64,690 | $154,193-58.0% | $130,045-50.3% | $139,466-53.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 2.62% | 32.51%-29.9pp | -137.30%+139.9pp | 373.66%-371.0pp |
| Employer contribution / active EE | $12,754 | $5,292+141.0% | $4,321+195.1% | $4,754+168.3% |
| Participant deferral / active EE | $15,750 | $6,709+134.8% | $5,820+170.6% | $6,712+134.7% |
| Admin fee / account holder | $0 | $13,989-100.0% | $10,600-100.0% | $11,409-100.0% |