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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 | $51,600 | $78,694-34.4% | $67,652-23.7% | $125,389-58.8% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -5.84% | 9.46%-15.3pp | 6625.40%-6631.2pp | 282.24%-288.1pp |
| Employer contribution / active EE | $3,063 | $3,044+0.6% | $2,266+35.2% | $4,866-37.1% |
| Participant deferral / active EE | $14,700 | $4,292+242.5% | $3,560+313.0% | $5,352+174.7% |
| Admin fee / account holder | $0 | $7,403-100.0% | $4,821-100.0% | $9,541-100.0% |