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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 | $66,169 | $144,124-54.1% | $117,857-43.9% | $147,585-55.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 5.53% | 531.17%-525.6pp | 335.09%-329.6pp | 578.57%-573.0pp |
| Employer contribution / active EE | $3,373 | $4,897-31.1% | $3,786-10.9% | $4,876-30.8% |
| Participant deferral / active EE | $5,728 | $5,316+7.7% | $4,482+27.8% | $5,439+5.3% |
| Admin fee / account holder | $0 | $10,886-100.0% | $8,020-100.0% | $10,885-100.0% |