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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 | $59,895 | $171,867-65.2% | $149,721-60.0% | $147,586-59.4% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | -0.61% | 2113.36%-2114.0pp | 1501.67%-1502.3pp | 578.59%-579.2pp |
| Employer contribution / active EE | $3,656 | $6,275-41.7% | $5,444-32.9% | $4,876-25.0% |
| Participant deferral / active EE | $7,311 | $7,270+0.6% | $6,568+11.3% | $5,439+34.4% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,282-100.0% | $10,886-100.0% |