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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 | $69,521 | $109,967-36.8% | $97,197-28.5% | $145,877-52.3% |
| Participation rate | 100.0% | 76.0%+24.0pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 5.00% | 244.27%-239.3pp | 75.47%-70.5pp | 551.28%-546.3pp |
| Employer contribution / active EE | $9,564 | $3,077+210.8% | $2,723+251.2% | $4,663+105.1% |
| Participant deferral / active EE | $5,370 | $4,676+14.8% | $4,263+26.0% | $6,691-19.7% |
| Admin fee / account holder | $60 | $6,199-99.0% | $5,637-98.9% | $13,402-99.5% |