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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 | $82,654 | $78,694+5.0% | $67,652+22.2% | $125,389-34.1% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -5.42% | 9.46%-14.9pp | 6625.40%-6630.8pp | 282.24%-287.7pp |
| Employer contribution / active EE | $3,273 | $3,044+7.5% | $2,266+44.5% | $4,866-32.7% |
| Participant deferral / active EE | $0 | $4,292-100.0% | $3,560-100.0% | $5,352-100.0% |
| Admin fee / account holder | $60 | $7,403-99.2% | $4,821-98.8% | $9,541-99.4% |