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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 | $23,391 | $166,268-85.9% | $165,100-85.8% | $145,897-84.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 4.30% | 100.52%-96.2pp | 70.21%-65.9pp | 552.29%-548.0pp |
| Employer contribution / active EE | $6,027 | $5,284+14.1% | $4,348+38.6% | $4,663+29.3% |
| Participant deferral / active EE | $0 | $6,964-100.0% | $6,035-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $16,659-100.0% | $12,696-100.0% | $13,390-100.0% |