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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 | $129,737-35.6% | $119,126-29.9% | $154,746-46.0% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | -2.06% | 379.08%-381.1pp | 282.11%-284.2pp | 172.34%-174.4pp |
| Employer contribution / active EE | $15,134 | $4,375+245.9% | $4,034+275.2% | $4,379+245.6% |
| Participant deferral / active EE | $8,440 | $5,842+44.5% | $5,318+58.7% | $6,730+25.4% |
| Admin fee / account holder | $0 | $11,961-100.0% | $10,693-100.0% | $14,365-100.0% |