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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 | $156,100 | $171,492-9.0% | $150,734+3.6% | $198,609-21.4% |
| Participation rate | 100.0% | 81.4%+18.6pp | 78.4%+21.6pp | 82.4%+17.6pp |
| Annual return | 0.85% | 804.70%-803.9pp | 600.81%-600.0pp | 202.70%-201.8pp |
| Employer contribution / active EE | $3,100 | $5,470-43.3% | $4,918-37.0% | $5,055-38.7% |
| Participant deferral / active EE | $0 | $6,259-100.0% | $5,610-100.0% | $6,977-100.0% |
| Admin fee / account holder | $0 | $17,628-100.0% | $14,905-100.0% | $19,030-100.0% |