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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 | $90,397-48.2% | $76,002-38.4% | $145,959-67.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 1.17% | 621.97%-620.8pp | 360.07%-358.9pp | 561.95%-560.8pp |
| Employer contribution / active EE | $3,130 | $3,317-5.6% | $2,688+16.4% | $4,661-32.8% |
| Participant deferral / active EE | $15,500 | $5,163+200.2% | $4,257+264.1% | $6,689+131.7% |
| Admin fee / account holder | $0 | $8,369-100.0% | $6,414-100.0% | $13,398-100.0% |