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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 | $62,745 | $112,131-44.0% | $95,964-34.6% | $158,982-60.5% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 4.01% | 171.19%-167.2pp | 91.64%-87.6pp | 302.99%-299.0pp |
| Employer contribution / active EE | $6,222 | $3,199+94.5% | $2,541+144.8% | $4,763+30.6% |
| Participant deferral / active EE | $3,089 | $4,784-35.4% | $4,167-25.9% | $5,983-48.4% |
| Admin fee / account holder | $0 | $10,136-100.0% | $6,797-100.0% | $11,252-100.0% |