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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 | $45,695 | $154,159-70.4% | $130,026-64.9% | $139,456-67.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | -4.45% | 32.50%-37.0pp | -137.26%+132.8pp | 373.45%-377.9pp |
| Employer contribution / active EE | $6,541 | $5,292+23.6% | $4,321+51.4% | $4,753+37.6% |
| Participant deferral / active EE | $6,160 | $6,710-8.2% | $5,821+5.8% | $6,711-8.2% |
| Admin fee / account holder | $42 | $14,001-99.7% | $10,608-99.6% | $11,407-99.6% |