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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 | $59,613 | $160,028-62.7% | $147,080-59.5% | $145,884-59.1% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | -2.62% | 98.60%-101.2pp | 420.17%-422.8pp | 551.85%-554.5pp |
| Employer contribution / active EE | $1,582 | $5,286-70.1% | $4,933-67.9% | $4,662-66.1% |
| Participant deferral / active EE | $5,554 | $8,422-34.1% | $8,066-31.2% | $6,690-17.0% |
| Admin fee / account holder | $0 | $15,030-100.0% | $12,989-100.0% | $13,392-100.0% |