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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 | $159,934-62.7% | $147,005-59.4% | $145,959-59.2% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | -2.62% | 98.24%-100.9pp | 418.76%-421.4pp | 561.95%-564.6pp |
| Employer contribution / active EE | $1,582 | $5,287-70.1% | $4,934-67.9% | $4,661-66.1% |
| Participant deferral / active EE | $5,554 | $8,427-34.1% | $8,070-31.2% | $6,689-17.0% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,398-100.0% |