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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 | $54,547 | $61,787-11.7% | $97,197-43.9% | $80,925-32.6% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.7%+27.3pp | 67.7%+32.3pp |
| Annual return | 3.86% | -558.16%+562.0pp | 75.47%-71.6pp | 35.65%-31.8pp |
| Employer contribution / active EE | $14,791 | $1,836+705.6% | $2,723+443.3% | $2,756+436.7% |
| Participant deferral / active EE | $0 | $3,027-100.0% | $4,263-100.0% | $4,299-100.0% |
| Admin fee / account holder | $6 | $5,170-99.9% | $5,637-99.9% | $6,940-99.9% |