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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 | $34,531 | $175,257-80.3% | $149,717-76.9% | $139,456-75.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 2.38% | 166.70%-164.3pp | 134.41%-132.0pp | 373.45%-371.1pp |
| Employer contribution / active EE | $3,158 | $5,477-42.3% | $4,820-34.5% | $4,753-33.6% |
| Participant deferral / active EE | $4,926 | $6,521-24.5% | $5,682-13.3% | $6,711-26.6% |
| Admin fee / account holder | $142 | $16,156-99.1% | $13,213-98.9% | $11,407-98.8% |