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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 | $57,729 | $176,688-67.3% | $130,660-55.8% | $152,909-62.2% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.5%+17.5pp |
| Annual return | 4.54% | 2693.08%-2688.5pp | 1709.29%-1704.8pp | 345.46%-340.9pp |
| Employer contribution / active EE | $23,297 | $5,743+305.7% | $4,092+469.3% | $4,764+389.0% |
| Participant deferral / active EE | $33 | $4,362-99.2% | $3,603-99.1% | $5,851-99.4% |
| Admin fee / account holder | $110 | $7,131-98.5% | $5,463-98.0% | $11,601-99.1% |