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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 | $53,592 | $160,040-66.5% | $147,096-63.6% | $145,877-63.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 0.62% | 98.49%-97.9pp | 419.75%-419.1pp | 551.28%-550.7pp |
| Employer contribution / active EE | $5,134 | $5,289-2.9% | $4,936+4.0% | $4,663+10.1% |
| Participant deferral / active EE | $15,333 | $8,429+81.9% | $8,071+90.0% | $6,691+129.2% |
| Admin fee / account holder | $264 | $15,050-98.2% | $13,005-98.0% | $13,402-98.0% |