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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 | $51,809 | $165,399-68.7% | $149,745-65.4% | $158,982-67.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | -1.22% | 348.34%-349.6pp | 276.72%-277.9pp | 302.99%-304.2pp |
| Employer contribution / active EE | $6,540 | $5,105+28.1% | $4,646+40.8% | $4,763+37.3% |
| Participant deferral / active EE | $9,810 | $7,183+36.6% | $6,843+43.4% | $5,983+64.0% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |