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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 | $85,527 | $111,830-23.5% | $93,696-8.7% | $145,884-41.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 4.70% | 204.08%-199.4pp | 133.74%-129.0pp | 551.85%-547.1pp |
| Employer contribution / active EE | $5,719 | $3,093+84.9% | $2,422+136.1% | $4,662+22.7% |
| Participant deferral / active EE | $8,571 | $4,920+74.2% | $4,417+94.1% | $6,690+28.1% |
| Admin fee / account holder | $22 | $10,249-99.8% | $8,287-99.7% | $13,392-99.8% |