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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 | $21,005 | $83,337-74.8% | $67,834-69.0% | $273,972-92.3% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | -0.61% | 259.45%-260.1pp | 138.47%-139.1pp | 41.46%-42.1pp |
| Employer contribution / active EE | $6,296 | $3,287+91.5% | $2,403+161.9% | $4,869+29.3% |
| Participant deferral / active EE | $12,000 | $4,088+193.5% | $3,160+279.8% | $5,287+127.0% |
| Admin fee / account holder | $64 | $6,752-99.1% | $4,622-98.6% | $10,133-99.4% |