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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 | $79,341 | $83,337-4.8% | $67,834+17.0% | $273,972-71.0% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 1.74% | 259.45%-257.7pp | 138.47%-136.7pp | 41.46%-39.7pp |
| Employer contribution / active EE | $11,933 | $3,287+263.0% | $2,403+396.5% | $4,869+145.1% |
| Participant deferral / active EE | $8,718 | $4,088+113.3% | $3,160+175.9% | $5,287+64.9% |
| Admin fee / account holder | $0 | $6,752-100.0% | $4,622-100.0% | $10,133-100.0% |