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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 | $37,940 | $88,815-57.3% | $81,882-53.7% | $145,897-74.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | -0.35% | 1033.75%-1034.1pp | 779.47%-779.8pp | 552.29%-552.6pp |
| Employer contribution / active EE | $1,345 | $3,086-56.4% | $2,916-53.9% | $4,663-71.1% |
| Participant deferral / active EE | $0 | $4,647-100.0% | $4,323-100.0% | $6,689-100.0% |
| Admin fee / account holder | $103 | $8,434-98.8% | $7,360-98.6% | $13,390-99.2% |