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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 | $102,995 | $226,090-54.4% | $182,531-43.6% | $152,885-32.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 0.75% | 192.57%-191.8pp | 148.57%-147.8pp | 345.39%-344.6pp |
| Employer contribution / active EE | $3,056 | $4,978-38.6% | $4,075-25.0% | $4,763-35.8% |
| Participant deferral / active EE | $14,146 | $6,369+122.1% | $5,525+156.0% | $5,851+141.8% |
| Admin fee / account holder | $4 | $10,705-100.0% | $8,593-100.0% | $11,598-100.0% |