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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 | $59,836 | $88,702-32.5% | $81,780-26.8% | $145,978-59.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 1.20% | 1029.12%-1027.9pp | 776.27%-775.1pp | 550.52%-549.3pp |
| Employer contribution / active EE | $7,866 | $3,084+155.0% | $2,914+170.0% | $4,662+68.7% |
| Participant deferral / active EE | $6,805 | $4,645+46.5% | $4,321+57.5% | $6,690+1.7% |
| Admin fee / account holder | $29 | $8,414-99.7% | $7,384-99.6% | $13,400-99.8% |