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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 | $73,242 | $171,492-57.3% | $150,734-51.4% | $198,609-63.1% |
| Participation rate | 100.0% | 81.4%+18.6pp | 78.4%+21.6pp | 82.4%+17.6pp |
| Annual return | -3.65% | 804.70%-808.3pp | 600.81%-604.5pp | 202.70%-206.3pp |
| Employer contribution / active EE | $1,750 | $5,470-68.0% | $4,918-64.4% | $5,055-65.4% |
| Participant deferral / active EE | $10,342 | $6,259+65.2% | $5,610+84.4% | $6,977+48.2% |
| Admin fee / account holder | $103 | $17,628-99.4% | $14,905-99.3% | $19,030-99.5% |