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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 | $112,831 | $115,814-2.6% | $101,275+11.4% | $158,982-29.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 0.09% | 56.16%-56.1pp | 46.48%-46.4pp | 302.99%-302.9pp |
| Employer contribution / active EE | $1,825 | $4,176-56.3% | $3,660-50.1% | $4,763-61.7% |
| Participant deferral / active EE | $2,466 | $4,958-50.3% | $4,371-43.6% | $5,983-58.8% |
| Admin fee / account holder | $0 | $7,249-100.0% | $5,948-100.0% | $11,252-100.0% |