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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 | $58,742 | $157,304-62.7% | $141,197-58.4% | $152,909-61.6% |
| Participation rate | 72.2% | 84.8%-12.6pp | 82.5%-10.3pp | 82.5%-10.2pp |
| Annual return | 2.20% | 64.34%-62.1pp | 71.41%-69.2pp | 345.46%-343.3pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |