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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 | $59,536 | $83,337-28.6% | $67,834-12.2% | $273,972-78.3% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 0.07% | 259.45%-259.4pp | 138.47%-138.4pp | 41.46%-41.4pp |
| Employer contribution / active EE | $4,913 | $3,287+49.5% | $2,403+104.4% | $4,869+0.9% |
| Participant deferral / active EE | $3,900 | $4,088-4.6% | $3,160+23.4% | $5,287-26.2% |
| Admin fee / account holder | $0 | $6,752-100.0% | $4,622-100.0% | $10,133-100.0% |