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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 | $45,116 | $184,000-75.5% | $162,185-72.2% | $152,909-70.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 1.12% | 150.80%-149.7pp | 115.61%-114.5pp | 345.46%-344.3pp |
| Employer contribution / active EE | $2,780 | $6,370-56.4% | $5,613-50.5% | $4,764-41.7% |
| Participant deferral / active EE | $0 | $8,033-100.0% | $7,297-100.0% | $5,851-100.0% |
| Admin fee / account holder | $189 | $13,124-98.6% | $10,844-98.3% | $11,601-98.4% |