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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 | $55,230 | $157,296-64.9% | $141,191-60.9% | $152,897-63.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 0.14% | 64.34%-64.2pp | 71.41%-71.3pp | 345.43%-345.3pp |
| Employer contribution / active EE | $1,806 | $5,262-65.7% | $4,736-61.9% | $4,764-62.1% |
| Participant deferral / active EE | $3,377 | $7,111-52.5% | $6,710-49.7% | $5,851-42.3% |
| Admin fee / account holder | $226 | $12,125-98.1% | $10,264-97.8% | $11,599-98.1% |