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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 | $73,195 | $104,953-30.3% | $84,637-13.5% | $152,909-52.1% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 2.75% | 373.94%-371.2pp | 258.82%-256.1pp | 345.46%-342.7pp |
| Employer contribution / active EE | $3,457 | $3,304+4.6% | $2,653+30.3% | $4,764-27.4% |
| Participant deferral / active EE | $6,423 | $4,691+36.9% | $3,900+64.7% | $5,851+9.8% |
| Admin fee / account holder | $284 | $6,244-95.5% | $4,914-94.2% | $11,601-97.6% |