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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 | $57,058 | $160,040-64.3% | $147,096-61.2% | $145,877-60.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 1.72% | 98.49%-96.8pp | 419.75%-418.0pp | 551.28%-549.6pp |
| Employer contribution / active EE | $3,331 | $5,289-37.0% | $4,936-32.5% | $4,663-28.6% |
| Participant deferral / active EE | $3,667 | $8,429-56.5% | $8,071-54.6% | $6,691-45.2% |
| Admin fee / account holder | $42 | $15,050-99.7% | $13,005-99.7% | $13,402-99.7% |