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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 | $33,757 | $83,337-59.5% | $67,834-50.2% | $273,972-87.7% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | -0.25% | 259.45%-259.7pp | 138.47%-138.7pp | 41.46%-41.7pp |
| Employer contribution / active EE | $5,358 | $3,287+63.0% | $2,403+122.9% | $4,869+10.0% |
| Participant deferral / active EE | $9,406 | $4,088+130.1% | $3,160+197.7% | $5,287+77.9% |
| Admin fee / account holder | $0 | $6,752-100.0% | $4,622-100.0% | $10,133-100.0% |