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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 | $94,641 | $184,000-48.6% | $162,185-41.6% | $152,909-38.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | -0.83% | 150.80%-151.6pp | 115.61%-116.4pp | 345.46%-346.3pp |
| Employer contribution / active EE | $4,183 | $6,370-34.3% | $5,613-25.5% | $4,764-12.2% |
| Participant deferral / active EE | $0 | $8,033-100.0% | $7,297-100.0% | $5,851-100.0% |
| Admin fee / account holder | $21 | $13,124-99.8% | $10,844-99.8% | $11,601-99.8% |