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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 | $58,711 | $107,363-45.3% | $92,909-36.8% | $152,897-61.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 5.20% | 145.63%-140.4pp | 109.44%-104.2pp | 345.43%-340.2pp |
| Employer contribution / active EE | $27,119 | $4,222+542.3% | $3,653+642.3% | $4,764+469.3% |
| Participant deferral / active EE | $4,500 | $4,848-7.2% | $4,238+6.2% | $5,851-23.1% |
| Admin fee / account holder | $0 | $7,082-100.0% | $5,795-100.0% | $11,599-100.0% |