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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 | $12,427 | $109,372-88.6% | $89,414-86.1% | $158,966-92.2% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | -1.98% | 345.55%-347.5pp | 245.50%-247.5pp | 302.95%-304.9pp |
| Employer contribution / active EE | $3,701 | $3,171+16.7% | $2,586+43.1% | $4,762-22.3% |
| Participant deferral / active EE | $3,016 | $4,598-34.4% | $3,890-22.5% | $5,983-49.6% |
| Admin fee / account holder | $231 | $6,156-96.3% | $4,883-95.3% | $11,250-97.9% |