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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 | $57,040 | $107,353-46.9% | $92,903-38.6% | $152,885-62.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 1.84% | 145.62%-143.8pp | 109.43%-107.6pp | 345.39%-343.6pp |
| Employer contribution / active EE | $4,068 | $4,222-3.6% | $3,653+11.4% | $4,763-14.6% |
| Participant deferral / active EE | $7,840 | $4,848+61.7% | $4,238+85.0% | $5,851+34.0% |
| Admin fee / account holder | $0 | $7,081-100.0% | $5,795-100.0% | $11,598-100.0% |