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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 | $46,649 | $157,304-70.3% | $141,197-67.0% | $152,909-69.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 2.05% | 64.34%-62.3pp | 71.41%-69.4pp | 345.46%-343.4pp |
| Employer contribution / active EE | $2,007 | $5,263-61.9% | $4,736-57.6% | $4,764-57.9% |
| Participant deferral / active EE | $12,000 | $7,111+68.8% | $6,710+78.8% | $5,851+105.1% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |