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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 | $85,573 | $176,077-51.4% | $159,455-46.3% | $167,518-48.9% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | -3.61% | 331.83%-335.4pp | 263.63%-267.2pp | 478.71%-482.3pp |
| Employer contribution / active EE | $10,174 | $5,298+92.0% | $4,830+110.6% | $4,838+110.3% |
| Participant deferral / active EE | $19,500 | $7,751+151.6% | $7,353+165.2% | $6,342+207.5% |
| Admin fee / account holder | $1 | $12,556-100.0% | $10,800-100.0% | $12,312-100.0% |