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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 | $96,227 | $111,535-13.7% | $105,223-8.6% | $137,256-29.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | -3.37% | 237.85%-241.2pp | 180.65%-184.0pp | 220.34%-223.7pp |
| Employer contribution / active EE | $3,352 | $3,939-14.9% | $3,689-9.1% | $4,156-19.3% |
| Participant deferral / active EE | $6,451 | $5,500+17.3% | $5,072+27.2% | $6,407+0.7% |
| Admin fee / account holder | $42 | $9,721-99.6% | $8,859-99.5% | $12,270-99.7% |