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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 | $223,823-74.5% | $211,142-73.0% | $154,746-63.1% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 0.67% | 50.39%-49.7pp | 46.84%-46.2pp | 172.34%-171.7pp |
| Employer contribution / active EE | $7,897 | $6,787+16.4% | $6,442+22.6% | $4,379+80.3% |
| Participant deferral / active EE | $9,175 | $9,750-5.9% | $9,284-1.2% | $6,730+36.3% |
| Admin fee / account holder | $285 | $19,707-98.6% | $19,076-98.5% | $14,365-98.0% |