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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 | $58,833 | $88,702-33.7% | $81,780-28.1% | $145,978-59.7% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.4%+13.4pp | 80.3%+5.4pp |
| Annual return | 4.79% | 1029.12%-1024.3pp | 776.27%-771.5pp | 550.52%-545.7pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,914-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,078 | $4,645-55.3% | $4,321-51.9% | $6,690-68.9% |
| Admin fee / account holder | $0 | $8,414-100.0% | $7,384-100.0% | $13,400-100.0% |