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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 | $54,273 | $176,402-69.2% | $134,162-59.5% | $158,982-65.9% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 0.40% | 63.66%-63.3pp | 36.35%-35.9pp | 302.99%-302.6pp |
| Employer contribution / active EE | $5,280 | $5,042+4.7% | $3,705+42.5% | $4,763+10.9% |
| Participant deferral / active EE | $13,000 | $4,093+217.6% | $3,500+271.5% | $5,983+117.3% |
| Admin fee / account holder | $0 | $8,719-100.0% | $6,685-100.0% | $11,252-100.0% |