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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 | $106,494 | $165,399-35.6% | $149,745-28.9% | $158,982-33.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 0.08% | 348.34%-348.3pp | 276.72%-276.6pp | 302.99%-302.9pp |
| Employer contribution / active EE | $4,472 | $5,105-12.4% | $4,646-3.7% | $4,763-6.1% |
| Participant deferral / active EE | $6,352 | $7,183-11.6% | $6,843-7.2% | $5,983+6.2% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |