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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 | $76,936 | $226,090-66.0% | $182,531-57.9% | $152,885-49.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 2.05% | 192.57%-190.5pp | 148.57%-146.5pp | 345.39%-343.3pp |
| Employer contribution / active EE | $8,842 | $4,978+77.6% | $4,075+117.0% | $4,763+85.6% |
| Participant deferral / active EE | $0 | $6,369-100.0% | $5,525-100.0% | $5,851-100.0% |
| Admin fee / account holder | $143 | $10,705-98.7% | $8,593-98.3% | $11,598-98.8% |