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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 | $91,819 | $171,492-46.5% | $150,734-39.1% | $198,609-53.8% |
| Participation rate | 100.0% | 81.4%+18.6pp | 78.4%+21.6pp | 82.4%+17.6pp |
| Annual return | -3.15% | 804.70%-807.9pp | 600.81%-604.0pp | 202.70%-205.9pp |
| Employer contribution / active EE | $1,984 | $5,470-63.7% | $4,918-59.7% | $5,055-60.8% |
| Participant deferral / active EE | $0 | $6,259-100.0% | $5,610-100.0% | $6,977-100.0% |
| Admin fee / account holder | $165 | $17,628-99.1% | $14,905-98.9% | $19,030-99.1% |