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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 | $32,170 | $175,259-81.6% | $149,723-78.5% | $139,487-76.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 1.20% | 166.82%-165.6pp | 134.50%-133.3pp | 373.84%-372.6pp |
| Employer contribution / active EE | $6,391 | $5,478+16.7% | $4,821+32.5% | $4,755+34.4% |
| Participant deferral / active EE | $20,000 | $6,522+206.7% | $5,682+252.0% | $6,713+197.9% |
| Admin fee / account holder | $0 | $16,158-100.0% | $13,215-100.0% | $11,407-100.0% |