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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 | $109,344-2.2% | $89,400+19.7% | $158,950-32.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | -0.37% | 345.73%-346.1pp | 245.64%-246.0pp | 302.91%-303.3pp |
| Employer contribution / active EE | $1,636 | $3,170-48.4% | $2,586-36.7% | $4,762-65.7% |
| Participant deferral / active EE | $1,979 | $4,599-57.0% | $3,890-49.1% | $5,983-66.9% |
| Admin fee / account holder | $205 | $6,154-96.7% | $4,882-95.8% | $11,248-98.2% |