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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 | $72,610 | $184,000-60.5% | $162,185-55.2% | $152,909-52.5% |
| Participation rate | 84.6% | 88.5%-3.9pp | 87.6%-2.9pp | 82.5%+2.2pp |
| Annual return | 1.53% | 150.80%-149.3pp | 115.61%-114.1pp | 345.46%-343.9pp |
| Employer contribution / active EE | $4,884 | $6,370-23.3% | $5,613-13.0% | $4,764+2.5% |
| Participant deferral / active EE | $0 | $8,033-100.0% | $7,297-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $13,124-100.0% | $10,844-100.0% | $11,601-100.0% |