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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 | $108,381 | $103,008+5.2% | $90,304+20.0% | $152,897-29.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 3.47% | 95.22%-91.8pp | 78.13%-74.7pp | 345.43%-342.0pp |
| Employer contribution / active EE | $5,133 | $3,139+63.5% | $2,855+79.8% | $4,764+7.7% |
| Participant deferral / active EE | $0 | $4,281-100.0% | $3,885-100.0% | $5,851-100.0% |
| Admin fee / account holder | $200 | $6,175-96.8% | $5,354-96.3% | $11,599-98.3% |