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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 | $49,928 | $78,694-36.6% | $67,652-26.2% | $125,389-60.2% |
| Participation rate | 80.0% | 78.8%+1.2pp | 75.7%+4.3pp | 83.2%-3.2pp |
| Annual return | -3.75% | 9.46%-13.2pp | 6625.40%-6629.1pp | 282.24%-286.0pp |
| Employer contribution / active EE | $2,571 | $3,044-15.5% | $2,266+13.5% | $4,866-47.2% |
| Participant deferral / active EE | $7,710 | $4,292+79.6% | $3,560+116.6% | $5,352+44.1% |
| Admin fee / account holder | $2 | $7,403-100.0% | $4,821-100.0% | $9,541-100.0% |