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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 | $57,638 | $56,134+2.7% | $96,192-40.1% | $85,851-32.9% |
| Participation rate | 100.0% | 56.7%+43.3pp | 68.4%+31.6pp | 69.3%+30.7pp |
| Annual return | 4.76% | 42.30%-37.5pp | 192.09%-187.3pp | 318.63%-313.9pp |
| Employer contribution / active EE | $4,784 | $1,620+195.3% | $2,799+70.9% | $2,565+86.5% |
| Participant deferral / active EE | $0 | $2,858-100.0% | $4,351-100.0% | $3,952-100.0% |
| Admin fee / account holder | $0 | $3,769-100.0% | $5,539-100.0% | $6,261-100.0% |