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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 | $84,427 | $84,741-0.4% | $75,731+11.5% | $167,553-49.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 6.05% | 199.72%-193.7pp | 104.65%-98.6pp | 478.89%-472.8pp |
| Employer contribution / active EE | $5,073 | $3,230+57.0% | $2,743+84.9% | $4,840+4.8% |
| Participant deferral / active EE | $0 | $4,577-100.0% | $3,820-100.0% | $6,343-100.0% |
| Admin fee / account holder | $0 | $5,361-100.0% | $3,620-100.0% | $12,316-100.0% |