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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 | $73,729 | $202,463-63.6% | $169,397-56.5% | $139,487-47.1% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 0.61% | 532.64%-532.0pp | 406.23%-405.6pp | 373.84%-373.2pp |
| Employer contribution / active EE | $0 | $4,694-100.0% | $4,013-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $0 | $6,941-100.0% | $6,223-100.0% | $6,713-100.0% |
| Admin fee / account holder | $70 | $10,726-99.3% | $9,017-99.2% | $11,407-99.4% |