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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 | $83,559 | $111,535-25.1% | $105,223-20.6% | $137,256-39.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | -2.06% | 237.85%-239.9pp | 180.65%-182.7pp | 220.34%-222.4pp |
| Employer contribution / active EE | $15,134 | $3,939+284.2% | $3,689+310.3% | $4,156+264.1% |
| Participant deferral / active EE | $8,440 | $5,500+53.5% | $5,072+66.4% | $6,407+31.7% |
| Admin fee / account holder | $0 | $9,721-100.0% | $8,859-100.0% | $12,270-100.0% |