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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 | $46,815 | $183,592-74.5% | $155,574-69.9% | $145,877-67.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | -3.04% | 61.37%-64.4pp | 64.87%-67.9pp | 551.28%-554.3pp |
| Employer contribution / active EE | $5,436 | $5,317+2.3% | $4,676+16.3% | $4,663+16.6% |
| Participant deferral / active EE | $5,436 | $6,466-15.9% | $5,629-3.4% | $6,691-18.7% |
| Admin fee / account holder | $77 | $19,316-99.6% | $15,914-99.5% | $13,402-99.4% |