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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 | $96,893 | $209,422-53.7% | $178,503-45.7% | $158,982-39.1% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 3.08% | 188.81%-185.7pp | 151.12%-148.0pp | 302.99%-299.9pp |
| Employer contribution / active EE | $19,453 | $5,707+240.9% | $5,011+288.2% | $4,763+308.4% |
| Participant deferral / active EE | $13,000 | $5,955+118.3% | $5,202+149.9% | $5,983+117.3% |
| Admin fee / account holder | $58 | $17,079-99.7% | $13,987-99.6% | $11,252-99.5% |