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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 | $62,117 | $226,090-72.5% | $182,531-66.0% | $152,885-59.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 0.66% | 192.57%-191.9pp | 148.57%-147.9pp | 345.39%-344.7pp |
| Employer contribution / active EE | $1,712 | $4,978-65.6% | $4,075-58.0% | $4,763-64.1% |
| Participant deferral / active EE | $9,408 | $6,369+47.7% | $5,525+70.3% | $5,851+60.8% |
| Admin fee / account holder | $0 | $10,705-100.0% | $8,593-100.0% | $11,598-100.0% |