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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 | $61,477 | $73,546-16.4% | $63,018-2.4% | $147,586-58.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 3.07% | 175.56%-172.5pp | 87.62%-84.6pp | 578.59%-575.5pp |
| Employer contribution / active EE | $2,467 | $3,324-25.8% | $2,761-10.6% | $4,876-49.4% |
| Participant deferral / active EE | $6,094 | $4,185+45.6% | $3,330+83.0% | $5,439+12.1% |
| Admin fee / account holder | $0 | $5,956-100.0% | $3,601-100.0% | $10,886-100.0% |