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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 | $69,270 | $88,702-21.9% | $81,780-15.3% | $145,978-52.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 4.49% | 1029.12%-1024.6pp | 776.27%-771.8pp | 550.52%-546.0pp |
| Employer contribution / active EE | $681 | $3,084-77.9% | $2,914-76.6% | $4,662-85.4% |
| Participant deferral / active EE | $0 | $4,645-100.0% | $4,321-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $8,414-100.0% | $7,384-100.0% | $13,400-100.0% |