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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 | $55,154 | $168,635-67.3% | $147,617-62.6% | $125,389-56.0% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -4.06% | 77.65%-81.7pp | 61.98%-66.0pp | 282.24%-286.3pp |
| Employer contribution / active EE | $4,882 | $6,252-21.9% | $5,564-12.3% | $4,866+0.3% |
| Participant deferral / active EE | $4,882 | $5,507-11.4% | $4,895-0.3% | $5,352-8.8% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,612-100.0% | $9,541-100.0% |