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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 | $50,175 | $198,457-74.7% | $170,435-70.6% | $147,586-66.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 3.33% | 257.30%-254.0pp | 205.94%-202.6pp | 578.59%-575.3pp |
| Employer contribution / active EE | $1,830 | $6,183-70.4% | $5,432-66.3% | $4,876-62.5% |
| Participant deferral / active EE | $4,237 | $5,629-24.7% | $4,939-14.2% | $5,439-22.1% |
| Admin fee / account holder | $195 | $16,852-98.8% | $13,881-98.6% | $10,886-98.2% |