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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 | $160,070-64.4% | $147,117-61.2% | $145,897-60.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 1.72% | 98.69%-97.0pp | 420.54%-418.8pp | 552.29%-550.6pp |
| Employer contribution / active EE | $3,331 | $5,285-37.0% | $4,932-32.5% | $4,663-28.6% |
| Participant deferral / active EE | $3,667 | $8,419-56.4% | $8,065-54.5% | $6,689-45.2% |
| Admin fee / account holder | $42 | $15,035-99.7% | $12,993-99.7% | $13,390-99.7% |