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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 | $48,001 | $118,708-59.6% | $98,920-51.5% | $158,982-69.8% |
| Participation rate | 87.5% | 77.8%+9.7pp | 76.0%+11.5pp | 82.0%+5.5pp |
| Annual return | 1.52% | 372.49%-371.0pp | 196.47%-194.9pp | 302.99%-301.5pp |
| Employer contribution / active EE | $4,747 | $3,334+42.4% | $2,689+76.5% | $4,763-0.3% |
| Participant deferral / active EE | $0 | $5,089-100.0% | $4,245-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $10,134-100.0% | $6,643-100.0% | $11,252-100.0% |