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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 | $72,234 | $148,623-51.4% | $135,974-46.9% | $139,466-48.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 1.25% | 79.30%-78.0pp | 68.30%-67.1pp | 373.66%-372.4pp |
| Employer contribution / active EE | $5,771 | $5,246+10.0% | $4,859+18.8% | $4,754+21.4% |
| Participant deferral / active EE | $0 | $8,103-100.0% | $7,760-100.0% | $6,712-100.0% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,409-100.0% |