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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 | $42,465 | $176,120-75.9% | $159,487-73.4% | $167,553-74.7% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 3.78% | 331.95%-328.2pp | 263.71%-259.9pp | 478.89%-475.1pp |
| Employer contribution / active EE | $8,059 | $5,299+52.1% | $4,831+66.8% | $4,840+66.5% |
| Participant deferral / active EE | $3,432 | $7,752-55.7% | $7,354-53.3% | $6,343-45.9% |
| Admin fee / account holder | $0 | $12,561-100.0% | $10,804-100.0% | $12,316-100.0% |