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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 | $72,662 | $227,633-68.1% | $189,597-61.7% | $167,553-56.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 0.62% | 78.45%-77.8pp | 64.20%-63.6pp | 478.89%-478.3pp |
| Employer contribution / active EE | $34,785 | $5,317+554.2% | $4,412+688.4% | $4,840+618.8% |
| Participant deferral / active EE | $17,333 | $7,003+147.5% | $6,174+180.8% | $6,343+173.3% |
| Admin fee / account holder | $18 | $11,879-99.8% | $9,807-99.8% | $12,316-99.9% |