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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 | $71,319 | $185,312-61.5% | $161,489-55.8% | $154,746-53.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 1.22% | 103.84%-102.6pp | 89.72%-88.5pp | 172.34%-171.1pp |
| Employer contribution / active EE | $3,833 | $4,769-19.6% | $4,268-10.2% | $4,379-12.5% |
| Participant deferral / active EE | $5,821 | $6,350-8.3% | $5,630+3.4% | $6,730-13.5% |
| Admin fee / account holder | $0 | $18,654-100.0% | $16,006-100.0% | $14,365-100.0% |