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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 | $31,389 | $78,672-60.1% | $109,163-71.2% | $85,856-63.4% |
| Participation rate | 94.4% | 68.3%+26.2pp | 75.9%+18.6pp | 69.3%+25.1pp |
| Annual return | -0.04% | 25.09%-25.1pp | 25.75%-25.8pp | 318.58%-318.6pp |
| Employer contribution / active EE | $11,806 | $2,734+331.9% | $3,723+217.1% | $2,565+360.2% |
| Participant deferral / active EE | $0 | $3,467-100.0% | $4,654-100.0% | $3,952-100.0% |
| Admin fee / account holder | $111 | $5,470-98.0% | $6,754-98.4% | $6,261-98.2% |