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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 | $32,411 | $157,276-79.4% | $141,177-77.0% | $152,885-78.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 2.75% | 64.33%-61.6pp | 71.40%-68.6pp | 345.39%-342.6pp |
| Employer contribution / active EE | $4,118 | $5,262-21.7% | $4,736-13.0% | $4,763-13.5% |
| Participant deferral / active EE | $6,739 | $7,110-5.2% | $6,710+0.4% | $5,851+15.2% |
| Admin fee / account holder | $9 | $12,123-99.9% | $10,263-99.9% | $11,598-99.9% |