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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 | $25,650 | $165,381-84.5% | $149,730-82.9% | $158,966-83.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | -2.73% | 348.29%-351.0pp | 276.70%-279.4pp | 302.95%-305.7pp |
| Employer contribution / active EE | $2,751 | $5,104-46.1% | $4,645-40.8% | $4,762-42.2% |
| Participant deferral / active EE | $2,751 | $7,182-61.7% | $6,843-59.8% | $5,983-54.0% |
| Admin fee / account holder | $113 | $10,809-99.0% | $9,310-98.8% | $11,250-99.0% |