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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 | $65,697 | $58,275+12.7% | $81,844-19.7% | $80,935-18.8% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | 6.59% | 41.82%-35.2pp | 778.87%-772.3pp | 35.66%-29.1pp |
| Employer contribution / active EE | $2,164 | $2,346-7.7% | $2,916-25.8% | $2,757-21.5% |
| Participant deferral / active EE | $0 | $3,285-100.0% | $4,323-100.0% | $4,299-100.0% |
| Admin fee / account holder | $0 | $4,749-100.0% | $7,355-100.0% | $6,924-100.0% |