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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 | $72,643 | $78,694-7.7% | $67,652+7.4% | $125,389-42.1% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -4.87% | 9.46%-14.3pp | 6625.40%-6630.3pp | 282.24%-287.1pp |
| Employer contribution / active EE | $2,586 | $3,044-15.1% | $2,266+14.1% | $4,866-46.9% |
| Participant deferral / active EE | $7,120 | $4,292+65.9% | $3,560+100.0% | $5,352+33.1% |
| Admin fee / account holder | $0 | $7,403-100.0% | $4,821-100.0% | $9,541-100.0% |