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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 | $82,142 | $165,361-50.3% | $149,715-45.1% | $158,950-48.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | -1.36% | 348.24%-349.6pp | 276.66%-278.0pp | 302.91%-304.3pp |
| Employer contribution / active EE | $2,144 | $5,103-58.0% | $4,645-53.9% | $4,762-55.0% |
| Participant deferral / active EE | $12,065 | $7,182+68.0% | $6,842+76.3% | $5,983+101.7% |
| Admin fee / account holder | $0 | $10,808-100.0% | $9,310-100.0% | $11,248-100.0% |