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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 | $55,040 | $111,535-50.7% | $105,223-47.7% | $137,256-59.9% |
| Participation rate | 93.3% | 78.1%+15.2pp | 75.0%+18.3pp | 80.0%+13.4pp |
| Annual return | 3.42% | 237.85%-234.4pp | 180.65%-177.2pp | 220.34%-216.9pp |
| Employer contribution / active EE | $27,716 | $3,939+603.6% | $3,689+651.4% | $4,156+566.9% |
| Participant deferral / active EE | $0 | $5,500-100.0% | $5,072-100.0% | $6,407-100.0% |
| Admin fee / account holder | $46 | $9,721-99.5% | $8,859-99.5% | $12,270-99.6% |