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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 | $65,641 | $78,694-16.6% | $67,652-3.0% | $125,389-47.6% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -4.65% | 9.46%-14.1pp | 6625.40%-6630.0pp | 282.24%-286.9pp |
| Employer contribution / active EE | $8,410 | $3,044+176.3% | $2,266+271.2% | $4,866+72.8% |
| Participant deferral / active EE | $13,442 | $4,292+213.2% | $3,560+277.6% | $5,352+151.2% |
| Admin fee / account holder | $4 | $7,403-99.9% | $4,821-99.9% | $9,541-100.0% |