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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 | $61,471 | $69,274-11.3% | $64,097-4.1% | $139,487-55.9% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 0.00% | 46.00%-46.0pp | 33.75%-33.7pp | 373.84%-373.8pp |
| Employer contribution / active EE | $2,702 | $3,187-15.2% | $2,750-1.8% | $4,755-43.2% |
| Participant deferral / active EE | $3,877 | $4,685-17.2% | $3,881-0.1% | $6,713-42.2% |
| Admin fee / account holder | $0 | $4,247-100.0% | $3,070-100.0% | $11,407-100.0% |