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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 | $60,311 | $132,634-54.5% | $115,768-47.9% | $137,256-56.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 0.62% | 160.70%-160.1pp | 100.46%-99.8pp | 220.34%-219.7pp |
| Employer contribution / active EE | $16,885 | $3,360+402.6% | $2,940+474.4% | $4,156+306.3% |
| Participant deferral / active EE | $0 | $5,619-100.0% | $4,917-100.0% | $6,407-100.0% |
| Admin fee / account holder | $0 | $15,028-100.0% | $12,439-100.0% | $12,270-100.0% |