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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 | $47,948 | $165,399-71.0% | $149,745-68.0% | $158,982-69.8% |
| Participation rate | 94.4% | 84.6%+9.9pp | 82.5%+12.0pp | 82.0%+12.5pp |
| Annual return | -5.94% | 348.34%-354.3pp | 276.72%-282.7pp | 302.99%-308.9pp |
| Employer contribution / active EE | $5,389 | $5,105+5.6% | $4,646+16.0% | $4,763+13.1% |
| Participant deferral / active EE | $0 | $7,183-100.0% | $6,843-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |