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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 | $55,933 | $171,867-67.5% | $149,721-62.6% | $147,586-62.1% |
| Participation rate | 85.7% | 88.2%-2.5pp | 87.1%-1.4pp | 82.8%+2.9pp |
| Annual return | 1.31% | 2113.36%-2112.1pp | 1501.67%-1500.4pp | 578.59%-577.3pp |
| Employer contribution / active EE | $4,227 | $6,275-32.6% | $5,444-22.4% | $4,876-13.3% |
| Participant deferral / active EE | $0 | $7,270-100.0% | $6,568-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,282-100.0% | $10,886-100.0% |