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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 | $103,255 | $103,038+0.2% | $90,324+14.3% | $152,909-32.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 0.66% | 95.25%-94.6pp | 78.15%-77.5pp | 345.46%-344.8pp |
| Employer contribution / active EE | $2,709 | $3,141-13.8% | $2,856-5.2% | $4,764-43.1% |
| Participant deferral / active EE | $2,709 | $4,282-36.7% | $3,885-30.3% | $5,851-53.7% |
| Admin fee / account holder | $0 | $6,177-100.0% | $5,356-100.0% | $11,601-100.0% |