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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 | $43,187 | $183,988-76.5% | $162,177-73.4% | $152,897-71.8% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.6%-4.2pp | 82.5%+0.9pp |
| Annual return | 2.80% | 150.79%-148.0pp | 115.60%-112.8pp | 345.43%-342.6pp |
| Employer contribution / active EE | $4,166 | $6,370-34.6% | $5,613-25.8% | $4,764-12.5% |
| Participant deferral / active EE | $0 | $8,032-100.0% | $7,297-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $13,123-100.0% | $10,843-100.0% | $11,599-100.0% |