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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 | $78,167 | $142,354-45.1% | $125,529-37.7% | $155,188-49.6% |
| Participation rate | 83.3% | 78.1%+5.3pp | 74.7%+8.6pp | 80.8%+2.5pp |
| Annual return | 1.54% | 306.06%-304.5pp | 202.56%-201.0pp | 148.84%-147.3pp |
| Employer contribution / active EE | $2,372 | $3,501-32.2% | $3,058-22.4% | $4,248-44.2% |
| Participant deferral / active EE | $4,635 | $5,491-15.6% | $4,813-3.7% | $6,531-29.0% |
| Admin fee / account holder | $21 | $19,392-99.9% | $16,298-99.9% | $14,480-99.9% |