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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 | $33,147 | $209,422-84.2% | $178,503-81.4% | $158,982-79.2% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | -2.35% | 188.81%-191.2pp | 151.12%-153.5pp | 302.99%-305.3pp |
| Employer contribution / active EE | $1,648 | $5,707-71.1% | $5,011-67.1% | $4,763-65.4% |
| Participant deferral / active EE | $0 | $5,955-100.0% | $5,202-100.0% | $5,983-100.0% |
| Admin fee / account holder | $197 | $17,079-98.8% | $13,987-98.6% | $11,252-98.2% |