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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 | $45,367 | $114,119-60.2% | $107,187-57.7% | $138,895-67.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 2.27% | 273.21%-270.9pp | 204.55%-202.3pp | 145.39%-143.1pp |
| Employer contribution / active EE | $1,000 | $4,059-75.4% | $3,782-73.6% | $4,194-76.2% |
| Participant deferral / active EE | $0 | $5,538-100.0% | $5,096-100.0% | $6,396-100.0% |
| Admin fee / account holder | $0 | $10,024-100.0% | $9,162-100.0% | $12,562-100.0% |