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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 | $76,764 | $125,237-38.7% | $105,608-27.3% | $145,877-47.4% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 4.82% | 225.76%-220.9pp | 116.50%-111.7pp | 551.28%-546.5pp |
| Employer contribution / active EE | $26,083 | $3,720+601.1% | $3,167+723.6% | $4,663+459.4% |
| Participant deferral / active EE | $0 | $5,711-100.0% | $5,010-100.0% | $6,691-100.0% |
| Admin fee / account holder | $0 | $17,287-100.0% | $11,028-100.0% | $13,402-100.0% |