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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 | $65,581 | $226,090-71.0% | $182,531-64.1% | $152,885-57.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 2.75% | 192.57%-189.8pp | 148.57%-145.8pp | 345.39%-342.6pp |
| Employer contribution / active EE | $1,390 | $4,978-72.1% | $4,075-65.9% | $4,763-70.8% |
| Participant deferral / active EE | $2,053 | $6,369-67.8% | $5,525-62.8% | $5,851-64.9% |
| Admin fee / account holder | $213 | $10,705-98.0% | $8,593-97.5% | $11,598-98.2% |