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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 | $111,535-34.3% | $105,223-30.4% | $137,256-46.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | -3.65% | 237.85%-241.5pp | 180.65%-184.3pp | 220.34%-224.0pp |
| Employer contribution / active EE | $1,750 | $3,939-55.6% | $3,689-52.6% | $4,156-57.9% |
| Participant deferral / active EE | $10,342 | $5,500+88.0% | $5,072+103.9% | $6,407+61.4% |
| Admin fee / account holder | $103 | $9,721-98.9% | $8,859-98.8% | $12,270-99.2% |