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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 | $66,205 | $100,938-34.4% | $90,461-26.8% | $158,982-58.4% |
| Participation rate | 81.3% | 75.0%+6.2pp | 72.7%+8.6pp | 82.0%-0.7pp |
| Annual return | 0.96% | 1727.20%-1726.2pp | 1294.76%-1293.8pp | 302.99%-302.0pp |
| Employer contribution / active EE | $2,503 | $3,691-32.2% | $3,264-23.3% | $4,763-47.5% |
| Participant deferral / active EE | $6,853 | $4,350+57.6% | $3,964+72.9% | $5,983+14.5% |
| Admin fee / account holder | $188 | $6,510-97.1% | $5,617-96.6% | $11,252-98.3% |