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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 | $85,332 | $183,539-53.5% | $155,556-45.1% | $145,897-41.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | -0.29% | 61.31%-61.6pp | 64.84%-65.1pp | 552.29%-552.6pp |
| Employer contribution / active EE | $6,459 | $5,315+21.5% | $4,675+38.1% | $4,663+38.5% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,631-100.0% | $6,689-100.0% |
| Admin fee / account holder | $8 | $19,275-100.0% | $15,885-99.9% | $13,390-99.9% |