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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 | $78,221 | $111,830-30.1% | $93,696-16.5% | $145,884-46.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 0.50% | 204.08%-203.6pp | 133.74%-133.2pp | 551.85%-551.4pp |
| Employer contribution / active EE | $6,224 | $3,093+101.2% | $2,422+157.0% | $4,662+33.5% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $4,417-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $10,249-100.0% | $8,287-100.0% | $13,392-100.0% |