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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 | $86,218 | $169,336-49.1% | $129,384-33.4% | $145,884-40.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 1.10% | 14408.70%-14407.6pp | 9461.77%-9460.7pp | 551.85%-550.7pp |
| Employer contribution / active EE | $5,309 | $5,540-4.2% | $4,153+27.8% | $4,662+13.9% |
| Participant deferral / active EE | $4,391 | $4,985-11.9% | $4,166+5.4% | $6,690-34.4% |
| Admin fee / account holder | $296 | $9,912-97.0% | $7,686-96.1% | $13,392-97.8% |