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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 | $99,542 | $109,967-9.5% | $97,197+2.4% | $145,877-31.8% |
| Participation rate | 100.0% | 76.0%+24.0pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 3.11% | 244.27%-241.2pp | 75.47%-72.4pp | 551.28%-548.2pp |
| Employer contribution / active EE | $0 | $3,077-100.0% | $2,723-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $0 | $4,676-100.0% | $4,263-100.0% | $6,691-100.0% |
| Admin fee / account holder | $0 | $6,199-100.0% | $5,637-100.0% | $13,402-100.0% |