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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 | $85,580 | $99,011-13.6% | $86,582-1.2% | $147,586-42.0% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 2.85% | 1312.75%-1309.9pp | 965.08%-962.2pp | 578.59%-575.7pp |
| Employer contribution / active EE | $3,661 | $3,132+16.9% | $2,839+28.9% | $4,876-24.9% |
| Participant deferral / active EE | $8,088 | $3,972+103.6% | $3,609+124.1% | $5,439+48.7% |
| Admin fee / account holder | $12 | $5,709-99.8% | $4,904-99.8% | $10,886-99.9% |