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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 | $54,485 | $39,798+36.9% | $67,704-19.5% | $59,633-8.6% |
| Participation rate | 85.7% | 57.4%+28.4pp | 67.5%+18.2pp | 68.7%+17.0pp |
| Annual return | -4.37% | 89.94%-94.3pp | 25.41%-29.8pp | 2041.45%-2045.8pp |
| Employer contribution / active EE | $3,557 | $1,393+155.4% | $2,559+39.0% | $2,203+61.5% |
| Participant deferral / active EE | $5,624 | $2,335+140.9% | $3,585+56.9% | $3,192+76.2% |
| Admin fee / account holder | $231 | $3,212-92.8% | $4,255-94.6% | $4,297-94.6% |