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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 | $175,231-80.3% | $149,696-76.9% | $139,466-75.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 2.38% | 166.77%-164.4pp | 134.46%-132.1pp | 373.66%-371.3pp |
| Employer contribution / active EE | $3,158 | $5,478-42.4% | $4,821-34.5% | $4,754-33.6% |
| Participant deferral / active EE | $4,926 | $6,521-24.5% | $5,682-13.3% | $6,712-26.6% |
| Admin fee / account holder | $142 | $16,155-99.1% | $13,212-98.9% | $11,409-98.8% |