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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 | $107,941-38.2% | $91,994-27.5% | $152,909-56.4% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 1.88% | 89.28%-87.4pp | 69.04%-67.2pp | 345.46%-343.6pp |
| Employer contribution / active EE | $27,647 | $4,212+556.5% | $3,453+700.7% | $4,764+480.3% |
| Participant deferral / active EE | $16,667 | $6,366+161.8% | $5,924+181.3% | $5,851+184.8% |
| Admin fee / account holder | $0 | $10,521-100.0% | $7,744-100.0% | $11,601-100.0% |