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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 | $66,660 | $107,934-38.2% | $91,989-27.5% | $152,870-56.4% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 1.88% | 89.25%-87.4pp | 69.02%-67.1pp | 345.34%-343.5pp |
| Employer contribution / active EE | $27,647 | $4,210+556.7% | $3,452+700.9% | $4,763+480.5% |
| Participant deferral / active EE | $16,667 | $6,364+161.9% | $5,923+181.4% | $5,850+184.9% |
| Admin fee / account holder | $0 | $10,520-100.0% | $7,743-100.0% | $11,597-100.0% |