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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 | $75,221 | $107,941-30.3% | $91,994-18.2% | $152,897-50.8% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 4.90% | 89.28%-84.4pp | 69.04%-64.1pp | 345.43%-340.5pp |
| Employer contribution / active EE | $2,966 | $4,212-29.6% | $3,453-14.1% | $4,764-37.7% |
| Participant deferral / active EE | $3,458 | $6,366-45.7% | $5,924-41.6% | $5,851-40.9% |
| Admin fee / account holder | $0 | $10,521-100.0% | $7,744-100.0% | $11,599-100.0% |