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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 | $37,447 | $168,635-77.8% | $147,617-74.6% | $125,389-70.1% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -4.07% | 77.65%-81.7pp | 61.98%-66.1pp | 282.24%-286.3pp |
| Employer contribution / active EE | $8,103 | $6,252+29.6% | $5,564+45.6% | $4,866+66.5% |
| Participant deferral / active EE | $7,450 | $5,507+35.3% | $4,895+52.2% | $5,352+39.2% |
| Admin fee / account holder | $70 | $13,580-99.5% | $11,612-99.4% | $9,541-99.3% |