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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 | $89,364 | $166,020-46.2% | $164,866-45.8% | $145,959-38.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 5.22% | 100.08%-94.9pp | 69.97%-64.7pp | 561.95%-556.7pp |
| Employer contribution / active EE | $37,125 | $5,275+603.8% | $4,343+754.9% | $4,661+696.5% |
| Participant deferral / active EE | $0 | $6,961-100.0% | $6,033-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $16,644-100.0% | $12,689-100.0% | $13,398-100.0% |