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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 | $70,729 | $175,231-59.6% | $149,696-52.8% | $139,466-49.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | -2.20% | 166.77%-169.0pp | 134.46%-136.7pp | 373.66%-375.9pp |
| Employer contribution / active EE | $1,553 | $5,478-71.6% | $4,821-67.8% | $4,754-67.3% |
| Participant deferral / active EE | $6,698 | $6,521+2.7% | $5,682+17.9% | $6,712-0.2% |
| Admin fee / account holder | $5 | $16,155-100.0% | $13,212-100.0% | $11,409-100.0% |