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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 | $60,436 | $185,905-67.5% | $170,057-64.5% | $139,487-56.7% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 0.12% | 60.56%-60.4pp | 53.42%-53.3pp | 373.84%-373.7pp |
| Employer contribution / active EE | $3,041 | $7,597-60.0% | $6,790-55.2% | $4,755-36.0% |
| Participant deferral / active EE | $0 | $11,627-100.0% | $10,411-100.0% | $6,713-100.0% |
| Admin fee / account holder | $140 | $15,397-99.1% | $12,826-98.9% | $11,407-98.8% |