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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 | $64,953 | $165,399-60.7% | $149,745-56.6% | $158,982-59.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 2.83% | 348.34%-345.5pp | 276.72%-273.9pp | 302.99%-300.2pp |
| Employer contribution / active EE | $7,081 | $5,105+38.7% | $4,646+52.4% | $4,763+48.7% |
| Participant deferral / active EE | $6,607 | $7,183-8.0% | $6,843-3.4% | $5,983+10.4% |
| Admin fee / account holder | $43 | $10,811-99.6% | $9,312-99.5% | $11,252-99.6% |