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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 | $55,103 | $106,008-48.0% | $92,240-40.3% | $147,586-62.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 4.99% | 50.05%-45.1pp | 176.29%-171.3pp | 578.59%-573.6pp |
| Employer contribution / active EE | $12,148 | $4,333+180.3% | $3,680+230.2% | $4,876+149.1% |
| Participant deferral / active EE | $5,600 | $4,478+25.0% | $3,897+43.7% | $5,439+3.0% |
| Admin fee / account holder | $0 | $6,333-100.0% | $5,194-100.0% | $10,886-100.0% |