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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 | $53,182 | $197,594-73.1% | $177,822-70.1% | $158,931-66.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 1.98% | 58.76%-56.8pp | 48.32%-46.3pp | 302.86%-300.9pp |
| Employer contribution / active EE | $2,864 | $6,697-57.2% | $5,918-51.6% | $4,761-39.9% |
| Participant deferral / active EE | $0 | $8,405-100.0% | $7,714-100.0% | $5,982-100.0% |
| Admin fee / account holder | $169 | $15,400-98.9% | $12,428-98.6% | $11,247-98.5% |