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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 | $52,929 | $63,346-16.4% | $92,240-42.6% | $70,126-24.5% |
| Participation rate | 96.0% | 68.7%+27.3pp | 76.5%+19.5pp | 69.5%+26.5pp |
| Annual return | -0.18% | 530.19%-530.4pp | 176.29%-176.5pp | 73.15%-73.3pp |
| Employer contribution / active EE | $13,792 | $2,471+458.1% | $3,680+274.8% | $2,343+488.8% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $6 | $3,841-99.8% | $5,194-99.9% | $4,645-99.9% |