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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 | $64,269 | $99,079-35.1% | $78,002-17.6% | $273,972-76.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | -0.23% | 217.93%-218.2pp | 425.99%-426.2pp | 41.46%-41.7pp |
| Employer contribution / active EE | $5,715 | $3,308+72.8% | $2,470+131.4% | $4,869+17.4% |
| Participant deferral / active EE | $0 | $4,306-100.0% | $3,497-100.0% | $5,287-100.0% |
| Admin fee / account holder | $190 | $8,954-97.9% | $5,481-96.5% | $10,133-98.1% |