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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 | $0 | $102,547-100.0% | $78,210-100.0% | $147,586-100.0% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 3.01% | 51.08%-48.1pp | 40.90%-37.9pp | 578.59%-575.6pp |
| Employer contribution / active EE | $31,902 | $2,617+1119.1% | $2,034+1468.8% | $4,876+554.2% |
| Participant deferral / active EE | $23,224 | $3,481+567.2% | $2,823+722.8% | $5,439+327.0% |
| Admin fee / account holder | $0 | $5,059-100.0% | $3,758-100.0% | $10,886-100.0% |