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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 | $57,396 | $165,399-65.3% | $149,745-61.7% | $158,982-63.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | -4.55% | 348.34%-352.9pp | 276.72%-281.3pp | 302.99%-307.5pp |
| Employer contribution / active EE | $7,574 | $5,105+48.4% | $4,646+63.0% | $4,763+59.0% |
| Participant deferral / active EE | $26,695 | $7,183+271.6% | $6,843+290.1% | $5,983+346.1% |
| Admin fee / account holder | $18 | $10,811-99.8% | $9,312-99.8% | $11,252-99.8% |