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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 | $106,971 | $109,411-2.2% | $89,435+19.6% | $158,982-32.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | -0.37% | 345.68%-346.0pp | 245.55%-245.9pp | 302.99%-303.4pp |
| Employer contribution / active EE | $1,636 | $3,173-48.4% | $2,587-36.8% | $4,763-65.7% |
| Participant deferral / active EE | $1,979 | $4,600-57.0% | $3,890-49.1% | $5,983-66.9% |
| Admin fee / account holder | $205 | $6,159-96.7% | $4,884-95.8% | $11,252-98.2% |