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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 | $86,640 | $106,918-19.0% | $84,021+3.1% | $152,897-43.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 2.92% | 105.01%-102.1pp | 71.32%-68.4pp | 345.43%-342.5pp |
| Employer contribution / active EE | $4,207 | $2,735+53.8% | $1,984+112.1% | $4,764-11.7% |
| Participant deferral / active EE | $0 | $4,012-100.0% | $3,239-100.0% | $5,851-100.0% |
| Admin fee / account holder | $241 | $8,288-97.1% | $6,102-96.1% | $11,599-97.9% |