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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 | $71,613 | $99,011-27.7% | $86,582-17.3% | $147,586-51.5% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 4.24% | 1312.75%-1308.5pp | 965.08%-960.8pp | 578.59%-574.4pp |
| Employer contribution / active EE | $2,851 | $3,132-9.0% | $2,839+0.4% | $4,876-41.5% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $3,609-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $5,709-100.0% | $4,904-100.0% | $10,886-100.0% |