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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 | $55,016 | $88,754-38.0% | $81,820-32.8% | $145,877-62.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 5.35% | 1031.77%-1026.4pp | 777.93%-772.6pp | 551.28%-545.9pp |
| Employer contribution / active EE | $12,333 | $3,085+299.7% | $2,915+323.1% | $4,663+164.5% |
| Participant deferral / active EE | $0 | $4,648-100.0% | $4,323-100.0% | $6,691-100.0% |
| Admin fee / account holder | $0 | $8,424-100.0% | $7,391-100.0% | $13,402-100.0% |