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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 | $46,833 | $90,614-48.3% | $76,089-38.4% | $145,877-67.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 1.17% | 623.80%-622.6pp | 360.94%-359.8pp | 551.28%-550.1pp |
| Employer contribution / active EE | $3,130 | $3,324-5.8% | $2,690+16.4% | $4,663-32.9% |
| Participant deferral / active EE | $15,500 | $5,168+199.9% | $4,259+263.9% | $6,691+131.7% |
| Admin fee / account holder | $0 | $8,376-100.0% | $6,418-100.0% | $13,402-100.0% |