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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 | $87,791 | $183,978-52.3% | $162,171-45.9% | $152,885-42.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 4.44% | 150.78%-146.3pp | 115.60%-111.2pp | 345.39%-341.0pp |
| Employer contribution / active EE | $2,883 | $6,370-54.7% | $5,613-48.6% | $4,763-39.5% |
| Participant deferral / active EE | $5,640 | $8,033-29.8% | $7,297-22.7% | $5,851-3.6% |
| Admin fee / account holder | $0 | $13,122-100.0% | $10,843-100.0% | $11,598-100.0% |