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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 | $60,287 | $202,342-70.2% | $172,752-65.1% | $152,897-60.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | -1.22% | 1029.83%-1031.0pp | 802.97%-804.2pp | 345.43%-346.7pp |
| Employer contribution / active EE | $4,797 | $5,858-18.1% | $5,144-6.8% | $4,764+0.7% |
| Participant deferral / active EE | $10,000 | $5,948+68.1% | $5,198+92.4% | $5,851+70.9% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,599-100.0% |