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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 | $21,933 | $111,535-80.3% | $105,223-79.2% | $137,256-84.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 0.19% | 237.85%-237.7pp | 180.65%-180.5pp | 220.34%-220.2pp |
| Employer contribution / active EE | $7,002 | $3,939+77.7% | $3,689+89.8% | $4,156+68.5% |
| Participant deferral / active EE | $12,060 | $5,500+119.3% | $5,072+137.8% | $6,407+88.2% |
| Admin fee / account holder | $0 | $9,721-100.0% | $8,859-100.0% | $12,270-100.0% |