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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 | $129,737-29.2% | $119,126-22.9% | $154,746-40.7% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | -3.15% | 379.08%-382.2pp | 282.11%-285.3pp | 172.34%-175.5pp |
| Employer contribution / active EE | $1,984 | $4,375-54.7% | $4,034-50.8% | $4,379-54.7% |
| Participant deferral / active EE | $0 | $5,842-100.0% | $5,318-100.0% | $6,730-100.0% |
| Admin fee / account holder | $165 | $11,961-98.6% | $10,693-98.5% | $14,365-98.9% |