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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 | $76,007 | $109,411-30.5% | $89,435-15.0% | $158,982-52.2% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 3.56% | 345.68%-342.1pp | 245.55%-242.0pp | 302.99%-299.4pp |
| Employer contribution / active EE | $6,978 | $3,173+119.9% | $2,587+169.7% | $4,763+46.5% |
| Participant deferral / active EE | $26,000 | $4,600+465.2% | $3,890+568.3% | $5,983+334.5% |
| Admin fee / account holder | $0 | $6,159-100.0% | $4,884-100.0% | $11,252-100.0% |