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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 | $98,302 | $157,304-37.5% | $141,197-30.4% | $152,909-35.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 0.60% | 64.34%-63.7pp | 71.41%-70.8pp | 345.46%-344.9pp |
| Employer contribution / active EE | $4,377 | $5,263-16.8% | $4,736-7.6% | $4,764-8.1% |
| Participant deferral / active EE | $6,219 | $7,111-12.5% | $6,710-7.3% | $5,851+6.3% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |