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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 | $64,259 | $134,817-52.3% | $123,973-48.2% | $155,188-58.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 5.86% | 515.49%-509.6pp | 388.13%-382.3pp | 148.84%-143.0pp |
| Employer contribution / active EE | $968 | $4,425-78.1% | $4,126-76.5% | $4,248-77.2% |
| Participant deferral / active EE | $2,774 | $5,706-51.4% | $5,247-47.1% | $6,531-57.5% |
| Admin fee / account holder | $90 | $13,245-99.3% | $11,799-99.2% | $14,480-99.4% |