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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 | $76,549 | $165,399-53.7% | $149,745-48.9% | $158,982-51.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 0.79% | 348.34%-347.5pp | 276.72%-275.9pp | 302.99%-302.2pp |
| Employer contribution / active EE | $2,735 | $5,105-46.4% | $4,646-41.1% | $4,763-42.6% |
| Participant deferral / active EE | $13,000 | $7,183+81.0% | $6,843+90.0% | $5,983+117.3% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |