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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 | $49,128 | $111,785-56.1% | $93,669-47.6% | $145,877-66.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 5.58% | 203.79%-198.2pp | 133.59%-128.0pp | 551.28%-545.7pp |
| Employer contribution / active EE | $1,008 | $3,096-67.4% | $2,424-58.4% | $4,663-78.4% |
| Participant deferral / active EE | $0 | $4,919-100.0% | $4,416-100.0% | $6,691-100.0% |
| Admin fee / account holder | $0 | $10,256-100.0% | $8,291-100.0% | $13,402-100.0% |