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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 | $82,350 | $180,459-54.4% | $154,108-46.6% | $135,380-39.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -8.93% | 888.21%-897.1pp | 735.21%-744.1pp | 519.81%-528.7pp |
| Employer contribution / active EE | $2,951 | $6,035-51.1% | $5,298-44.3% | $4,779-38.2% |
| Participant deferral / active EE | $2,702 | $5,806-53.5% | $5,081-46.8% | $5,609-51.8% |
| Admin fee / account holder | $155 | $16,145-99.0% | $13,411-98.8% | $10,828-98.6% |