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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 | $37,949 | $121,701-68.8% | $104,639-63.7% | $158,982-76.1% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | -0.50% | 465.72%-466.2pp | 340.67%-341.2pp | 302.99%-303.5pp |
| Employer contribution / active EE | $3,718 | $3,165+17.5% | $2,682+38.6% | $4,763-21.9% |
| Participant deferral / active EE | $3,718 | $4,176-11.0% | $3,738-0.5% | $5,983-37.9% |
| Admin fee / account holder | $8 | $7,778-99.9% | $6,465-99.9% | $11,252-99.9% |