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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 | $67,095 | $121,701-44.9% | $104,639-35.9% | $158,982-57.8% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 0.94% | 465.72%-464.8pp | 340.67%-339.7pp | 302.99%-302.1pp |
| Employer contribution / active EE | $2,877 | $3,165-9.1% | $2,682+7.3% | $4,763-39.6% |
| Participant deferral / active EE | $2,123 | $4,176-49.2% | $3,738-43.2% | $5,983-64.5% |
| Admin fee / account holder | $95 | $7,778-98.8% | $6,465-98.5% | $11,252-99.2% |