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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 | $110,074 | $209,422-47.4% | $178,503-38.3% | $158,982-30.8% |
| 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 | $7,734 | $5,707+35.5% | $5,011+54.3% | $4,763+62.4% |
| Participant deferral / active EE | $17,333 | $5,955+191.1% | $5,202+233.2% | $5,983+189.7% |
| Admin fee / account holder | $73 | $17,079-99.6% | $13,987-99.5% | $11,252-99.4% |