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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 | $45,435 | $157,276-71.1% | $141,177-67.8% | $152,885-70.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 0.14% | 64.33%-64.2pp | 71.40%-71.3pp | 345.39%-345.2pp |
| Employer contribution / active EE | $6,500 | $5,262+23.5% | $4,736+37.3% | $4,763+36.5% |
| Participant deferral / active EE | $18,500 | $7,110+160.2% | $6,710+175.7% | $5,851+216.2% |
| Admin fee / account holder | $50 | $12,123-99.6% | $10,263-99.5% | $11,598-99.6% |