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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 | $50,508 | $109,872-54.0% | $98,483-48.7% | $167,536-69.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 3.20% | 1959.31%-1956.1pp | 1494.38%-1491.2pp | 478.82%-475.6pp |
| Employer contribution / active EE | $3,981 | $3,225+23.4% | $2,961+34.4% | $4,839-17.7% |
| Participant deferral / active EE | $0 | $4,673-100.0% | $4,276-100.0% | $6,342-100.0% |
| Admin fee / account holder | $0 | $6,757-100.0% | $5,953-100.0% | $12,315-100.0% |