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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 | $60,948 | $165,399-63.2% | $149,745-59.3% | $158,982-61.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | -2.31% | 348.34%-350.6pp | 276.72%-279.0pp | 302.99%-305.3pp |
| Employer contribution / active EE | $4,845 | $5,105-5.1% | $4,646+4.3% | $4,763+1.7% |
| Participant deferral / active EE | $26,000 | $7,183+262.0% | $6,843+279.9% | $5,983+334.5% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |