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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 | $66,062 | $228,352-71.1% | $185,827-64.4% | $158,950-58.4% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | -0.16% | 40.81%-41.0pp | 35.96%-36.1pp | 302.91%-303.1pp |
| Employer contribution / active EE | $4,086 | $4,967-17.7% | $4,0870% | $4,762-14.2% |
| Participant deferral / active EE | $4,189 | $6,416-34.7% | $5,633-25.6% | $5,983-30.0% |
| Admin fee / account holder | $21 | $11,867-99.8% | $9,502-99.8% | $11,248-99.8% |