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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 | $47,167 | $118,680-60.3% | $98,910-52.3% | $158,931-70.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | -0.80% | 372.35%-373.2pp | 196.44%-197.2pp | 302.86%-303.7pp |
| Employer contribution / active EE | $524 | $3,333-84.3% | $2,689-80.5% | $4,761-89.0% |
| Participant deferral / active EE | $0 | $5,088-100.0% | $4,244-100.0% | $5,982-100.0% |
| Admin fee / account holder | $8 | $10,131-99.9% | $6,642-99.9% | $11,247-99.9% |