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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 | $107,079 | $202,342-47.1% | $172,753-38.0% | $152,909-30.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 2.93% | 1029.88%-1026.9pp | 803.00%-800.1pp | 345.46%-342.5pp |
| Employer contribution / active EE | $13,603 | $5,857+132.2% | $5,144+164.5% | $4,764+185.6% |
| Participant deferral / active EE | $9,278 | $5,948+56.0% | $5,198+78.5% | $5,851+58.6% |
| Admin fee / account holder | $213 | $17,112-98.8% | $13,956-98.5% | $11,601-98.2% |