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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 | $97,437 | $165,399-41.1% | $149,745-34.9% | $158,982-38.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | -6.26% | 348.34%-354.6pp | 276.72%-283.0pp | 302.99%-309.2pp |
| Employer contribution / active EE | $5,155 | $5,105+1.0% | $4,646+11.0% | $4,763+8.2% |
| Participant deferral / active EE | $15,600 | $7,183+117.2% | $6,843+128.0% | $5,983+160.7% |
| Admin fee / account holder | $48 | $10,811-99.6% | $9,312-99.5% | $11,252-99.6% |