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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 | $73,829 | $185,883-60.3% | $170,043-56.6% | $139,466-47.1% |
| Participation rate | 83.3% | 87.8%-4.4pp | 87.0%-3.7pp | 80.3%+3.0pp |
| Annual return | -0.01% | 60.54%-60.6pp | 53.40%-53.4pp | 373.66%-373.7pp |
| Employer contribution / active EE | $4,314 | $7,596-43.2% | $6,790-36.5% | $4,754-9.3% |
| Participant deferral / active EE | $0 | $11,626-100.0% | $10,410-100.0% | $6,712-100.0% |
| Admin fee / account holder | $0 | $15,393-100.0% | $12,824-100.0% | $11,409-100.0% |