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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 | $53,920 | $202,342-73.4% | $172,752-68.8% | $152,897-64.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | -1.62% | 1029.83%-1031.4pp | 802.97%-804.6pp | 345.43%-347.0pp |
| Employer contribution / active EE | $6,214 | $5,858+6.1% | $5,144+20.8% | $4,764+30.4% |
| Participant deferral / active EE | $2,385 | $5,948-59.9% | $5,198-54.1% | $5,851-59.2% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,599-100.0% |