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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 | $76,209 | $90,486-15.8% | $78,676-3.1% | $273,972-72.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | -0.30% | 75.62%-75.9pp | 62.19%-62.5pp | 41.46%-41.8pp |
| Employer contribution / active EE | $5,603 | $3,175+76.5% | $2,850+96.6% | $4,869+15.1% |
| Participant deferral / active EE | $5,974 | $3,901+53.1% | $3,517+69.9% | $5,287+13.0% |
| Admin fee / account holder | $30 | $5,263-99.4% | $4,510-99.3% | $10,133-99.7% |