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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 | $107,410 | $123,859-13.3% | $69,632+54.3% | $145,897-26.4% |
| Participation rate | 100.0% | 69.2%+30.8pp | 66.4%+33.6pp | 80.3%+19.7pp |
| Annual return | 0.54% | 192.49%-191.9pp | 101.32%-100.8pp | 552.29%-551.8pp |
| Employer contribution / active EE | $687 | $2,673-74.3% | $1,708-59.8% | $4,663-85.3% |
| Participant deferral / active EE | $1,211 | $4,242-71.5% | $2,889-58.1% | $6,689-81.9% |
| Admin fee / account holder | $0 | $7,817-100.0% | $4,695-100.0% | $13,390-100.0% |