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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 | $21,706 | $176,077-87.7% | $159,455-86.4% | $167,518-87.0% |
| Participation rate | 88.9% | 84.9%+3.9pp | 82.8%+6.1pp | 82.1%+6.8pp |
| Annual return | -1.36% | 331.83%-333.2pp | 263.63%-265.0pp | 478.71%-480.1pp |
| Employer contribution / active EE | $5,328 | $5,298+0.6% | $4,830+10.3% | $4,838+10.1% |
| Participant deferral / active EE | $4,283 | $7,751-44.7% | $7,353-41.7% | $6,342-32.5% |
| Admin fee / account holder | $7 | $12,556-99.9% | $10,800-99.9% | $12,312-99.9% |