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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 | $106,412 | $165,399-35.7% | $149,745-28.9% | $158,982-33.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 1.05% | 348.34%-347.3pp | 276.72%-275.7pp | 302.99%-301.9pp |
| Employer contribution / active EE | $23,569 | $5,105+361.7% | $4,646+407.3% | $4,763+394.9% |
| Participant deferral / active EE | $24,817 | $7,183+245.5% | $6,843+262.7% | $5,983+314.8% |
| Admin fee / account holder | $140 | $10,811-98.7% | $9,312-98.5% | $11,252-98.8% |