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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 | $60,952 | $56,197+8.5% | $67,652-9.9% | $59,633+2.2% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | -5.45% | 18508.10%-18513.6pp | 6625.40%-6630.9pp | 2041.45%-2046.9pp |
| Employer contribution / active EE | $4,987 | $1,615+208.9% | $2,266+120.1% | $2,203+126.4% |
| Participant deferral / active EE | $7,805 | $2,844+174.5% | $3,560+119.2% | $3,192+144.5% |
| Admin fee / account holder | $143 | $3,958-96.4% | $4,821-97.0% | $4,297-96.7% |