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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 | $30,431 | $165,381-81.6% | $149,730-79.7% | $158,966-80.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | -1.52% | 348.29%-349.8pp | 276.70%-278.2pp | 302.95%-304.5pp |
| Employer contribution / active EE | $2,328 | $5,104-54.4% | $4,645-49.9% | $4,762-51.1% |
| Participant deferral / active EE | $6,644 | $7,182-7.5% | $6,843-2.9% | $5,983+11.0% |
| Admin fee / account holder | $237 | $10,809-97.8% | $9,310-97.5% | $11,250-97.9% |