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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 | $68,458 | $202,463-66.2% | $169,397-59.6% | $139,487-50.9% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | -0.38% | 532.64%-533.0pp | 406.23%-406.6pp | 373.84%-374.2pp |
| Employer contribution / active EE | $3,642 | $4,694-22.4% | $4,013-9.2% | $4,755-23.4% |
| Participant deferral / active EE | $0 | $6,941-100.0% | $6,223-100.0% | $6,713-100.0% |
| Admin fee / account holder | $0 | $10,726-100.0% | $9,017-100.0% | $11,407-100.0% |