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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 | $57,747 | $171,867-66.4% | $149,721-61.4% | $147,586-60.9% |
| Participation rate | 80.0% | 88.2%-8.2pp | 87.1%-7.1pp | 82.8%-2.8pp |
| Annual return | 1.27% | 2113.36%-2112.1pp | 1501.67%-1500.4pp | 578.59%-577.3pp |
| Employer contribution / active EE | $1,389 | $6,275-77.9% | $5,444-74.5% | $4,876-71.5% |
| Participant deferral / active EE | $0 | $7,270-100.0% | $6,568-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,282-100.0% | $10,886-100.0% |