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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 | $87,656 | $90,509-3.2% | $78,693+11.4% | $273,968-68.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | -1.80% | 75.61%-77.4pp | 62.18%-64.0pp | 41.45%-43.3pp |
| Employer contribution / active EE | $4,292 | $3,175+35.2% | $2,850+50.6% | $4,869-11.8% |
| Participant deferral / active EE | $8,990 | $3,901+130.4% | $3,517+155.6% | $5,287+70.0% |
| Admin fee / account holder | $9 | $5,264-99.8% | $4,511-99.8% | $10,132-99.9% |