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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 | $31,651 | $162,136-80.5% | $152,301-79.2% | $154,746-79.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 3.47% | 91.02%-87.5pp | 80.50%-77.0pp | 172.34%-168.9pp |
| Employer contribution / active EE | $7,528 | $4,890+53.9% | $4,624+62.8% | $4,379+71.9% |
| Participant deferral / active EE | $0 | $8,341-100.0% | $8,004-100.0% | $6,730-100.0% |
| Admin fee / account holder | $2 | $15,759-100.0% | $14,398-100.0% | $14,365-100.0% |