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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 | $118,708-60.3% | $98,920-52.3% | $158,982-70.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | -0.80% | 372.49%-373.3pp | 196.47%-197.3pp | 302.99%-303.8pp |
| Employer contribution / active EE | $524 | $3,334-84.3% | $2,689-80.5% | $4,763-89.0% |
| Participant deferral / active EE | $0 | $5,089-100.0% | $4,245-100.0% | $5,983-100.0% |
| Admin fee / account holder | $8 | $10,134-99.9% | $6,643-99.9% | $11,252-99.9% |