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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 | $31,468 | $209,422-85.0% | $178,503-82.4% | $158,982-80.2% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | -1.35% | 188.81%-190.2pp | 151.12%-152.5pp | 302.99%-304.3pp |
| Employer contribution / active EE | $2,066 | $5,707-63.8% | $5,011-58.8% | $4,763-56.6% |
| Participant deferral / active EE | $4,875 | $5,955-18.1% | $5,202-6.3% | $5,983-18.5% |
| Admin fee / account holder | $0 | $17,079-100.0% | $13,987-100.0% | $11,252-100.0% |