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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 | $38,718 | $165,351-76.6% | $149,710-74.1% | $158,931-75.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | -0.20% | 348.19%-348.4pp | 276.63%-276.8pp | 302.86%-303.1pp |
| Employer contribution / active EE | $11,200 | $5,103+119.5% | $4,645+141.1% | $4,761+135.2% |
| Participant deferral / active EE | $20,892 | $7,181+190.9% | $6,842+205.3% | $5,982+249.2% |
| Admin fee / account holder | $50 | $10,807-99.5% | $9,309-99.5% | $11,247-99.6% |