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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 | $84,551 | $134,817-37.3% | $123,973-31.8% | $155,188-45.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | -0.69% | 515.49%-516.2pp | 388.13%-388.8pp | 148.84%-149.5pp |
| Employer contribution / active EE | $2,117 | $4,425-52.2% | $4,126-48.7% | $4,248-50.2% |
| Participant deferral / active EE | $3,067 | $5,706-46.3% | $5,247-41.5% | $6,531-53.0% |
| Admin fee / account holder | $14 | $13,245-99.9% | $11,799-99.9% | $14,480-99.9% |