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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 | $60,926 | $111,785-45.5% | $93,669-35.0% | $145,877-58.2% |
| Participation rate | 87.5% | 74.2%+13.3pp | 68.7%+18.8pp | 80.3%+7.2pp |
| Annual return | 5.50% | 203.79%-198.3pp | 133.59%-128.1pp | 551.28%-545.8pp |
| Employer contribution / active EE | $12,195 | $3,096+293.9% | $2,424+403.2% | $4,663+161.5% |
| Participant deferral / active EE | $7,625 | $4,919+55.0% | $4,416+72.7% | $6,691+14.0% |
| Admin fee / account holder | $21 | $10,256-99.8% | $8,291-99.8% | $13,402-99.8% |