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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 | $91,774 | $176,077-47.9% | $159,455-42.4% | $167,518-45.2% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | -2.80% | 331.83%-334.6pp | 263.63%-266.4pp | 478.71%-481.5pp |
| Employer contribution / active EE | $20,810 | $5,298+292.8% | $4,830+330.8% | $4,838+330.1% |
| Participant deferral / active EE | $16,506 | $7,751+113.0% | $7,353+124.5% | $6,342+160.3% |
| Admin fee / account holder | $0 | $12,556-100.0% | $10,800-100.0% | $12,312-100.0% |