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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 | $61,597 | $81,664-24.6% | $70,476-12.6% | $158,966-61.3% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 3.64% | 208.59%-205.0pp | 109.12%-105.5pp | 302.95%-299.3pp |
| Employer contribution / active EE | $2,595 | $3,219-19.4% | $2,738-5.2% | $4,762-45.5% |
| Participant deferral / active EE | $0 | $4,556-100.0% | $3,710-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $6,197-100.0% | $3,847-100.0% | $11,250-100.0% |