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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 | $59,426 | $106,008-43.9% | $92,240-35.6% | $147,586-59.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 6.03% | 50.05%-44.0pp | 176.29%-170.3pp | 578.59%-572.6pp |
| Employer contribution / active EE | $42,947 | $4,333+891.1% | $3,680+1067.1% | $4,876+780.7% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $6,333-100.0% | $5,194-100.0% | $10,886-100.0% |