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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 | $109,327-30.5% | $89,391-15.0% | $158,931-52.2% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 3.56% | 345.68%-342.1pp | 245.62%-242.1pp | 302.86%-299.3pp |
| Employer contribution / active EE | $6,978 | $3,170+120.1% | $2,586+169.9% | $4,761+46.5% |
| Participant deferral / active EE | $26,000 | $4,598+465.4% | $3,890+568.4% | $5,982+334.6% |
| Admin fee / account holder | $0 | $6,153-100.0% | $4,881-100.0% | $11,247-100.0% |