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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 | $132,487 | $185,312-28.5% | $161,489-18.0% | $154,746-14.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | -0.17% | 103.84%-104.0pp | 89.72%-89.9pp | 172.34%-172.5pp |
| Employer contribution / active EE | $6,985 | $4,769+46.5% | $4,268+63.6% | $4,379+59.5% |
| Participant deferral / active EE | $7,722 | $6,350+21.6% | $5,630+37.2% | $6,730+14.7% |
| Admin fee / account holder | $43 | $18,654-99.8% | $16,006-99.7% | $14,365-99.7% |