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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 | $88,393 | $114,093-22.5% | $96,171-8.1% | $167,536-47.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 5.58% | 190.00%-184.4pp | 192.04%-186.5pp | 478.82%-473.2pp |
| Employer contribution / active EE | $4,900 | $3,429+42.9% | $2,799+75.1% | $4,839+1.3% |
| Participant deferral / active EE | $0 | $5,197-100.0% | $4,350-100.0% | $6,342-100.0% |
| Admin fee / account holder | $51 | $6,899-99.3% | $5,538-99.1% | $12,315-99.6% |