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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 | $66,945 | $73,107-8.4% | $114,563-41.6% | $87,485-23.5% |
| Participation rate | 98.1% | 65.8%+32.3pp | 72.9%+25.2pp | 68.9%+29.1pp |
| Annual return | 3.30% | 19.47%-16.2pp | 241.09%-237.8pp | 26.06%-22.8pp |
| Employer contribution / active EE | $15,236 | $1,881+709.9% | $2,592+487.8% | $2,596+486.8% |
| Participant deferral / active EE | $0 | $3,144-100.0% | $4,142-100.0% | $4,274-100.0% |
| Admin fee / account holder | $68 | $5,770-98.8% | $7,623-99.1% | $7,775-99.1% |