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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 | $57,084 | $209,336-72.7% | $197,124-71.0% | $137,256-58.4% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 0.67% | 48.09%-47.4pp | 44.34%-43.7pp | 220.34%-219.7pp |
| Employer contribution / active EE | $7,897 | $6,591+19.8% | $6,227+26.8% | $4,156+90.0% |
| Participant deferral / active EE | $9,175 | $9,614-4.6% | $9,135+0.4% | $6,407+43.2% |
| Admin fee / account holder | $285 | $17,308-98.4% | $16,298-98.3% | $12,270-97.7% |