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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 | $41,338 | $157,304-73.7% | $141,197-70.7% | $152,909-73.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | -0.14% | 64.34%-64.5pp | 71.41%-71.5pp | 345.46%-345.6pp |
| Employer contribution / active EE | $4,248 | $5,263-19.3% | $4,736-10.3% | $4,764-10.8% |
| Participant deferral / active EE | $25,000 | $7,111+251.6% | $6,710+272.6% | $5,851+327.3% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |