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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 | $50,932 | $112,915-54.9% | $90,965-44.0% | $158,950-68.0% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 3.79% | 215.75%-212.0pp | 134.57%-130.8pp | 302.91%-299.1pp |
| Employer contribution / active EE | $2,699 | $2,894-6.7% | $2,122+27.2% | $4,762-43.3% |
| Participant deferral / active EE | $3,359 | $4,128-18.6% | $3,373-0.4% | $5,983-43.9% |
| Admin fee / account holder | $0 | $8,044-100.0% | $5,960-100.0% | $11,248-100.0% |