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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 | $53,925 | $107,941-50.0% | $91,994-41.4% | $152,909-64.7% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 3.72% | 89.28%-85.6pp | 69.04%-65.3pp | 345.46%-341.7pp |
| Employer contribution / active EE | $1,727 | $4,212-59.0% | $3,453-50.0% | $4,764-63.8% |
| Participant deferral / active EE | $5,481 | $6,366-13.9% | $5,924-7.5% | $5,851-6.3% |
| Admin fee / account holder | $0 | $10,521-100.0% | $7,744-100.0% | $11,601-100.0% |