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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 | $55,805 | $154,193-63.8% | $130,045-57.1% | $139,466-60.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 4.01% | 32.51%-28.5pp | -137.30%+141.3pp | 373.66%-369.7pp |
| Employer contribution / active EE | $1,701 | $5,292-67.9% | $4,321-60.6% | $4,754-64.2% |
| Participant deferral / active EE | $13,050 | $6,709+94.5% | $5,820+124.2% | $6,712+94.4% |
| Admin fee / account holder | $0 | $13,989-100.0% | $10,600-100.0% | $11,409-100.0% |