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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 | $16,893 | $183,592-90.8% | $155,574-89.1% | $145,877-88.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 1.07% | 61.37%-60.3pp | 64.87%-63.8pp | 551.28%-550.2pp |
| Employer contribution / active EE | $1,969 | $5,317-63.0% | $4,676-57.9% | $4,663-57.8% |
| Participant deferral / active EE | $7,029 | $6,466+8.7% | $5,629+24.9% | $6,691+5.1% |
| Admin fee / account holder | $239 | $19,316-98.8% | $15,914-98.5% | $13,402-98.2% |