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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 | $63,077 | $174,379-63.8% | $152,093-58.5% | $138,895-54.6% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | -0.54% | 74.86%-75.4pp | 66.36%-66.9pp | 145.39%-145.9pp |
| Employer contribution / active EE | $13,244 | $4,652+184.7% | $4,175+217.2% | $4,194+215.8% |
| Participant deferral / active EE | $11,265 | $6,159+82.9% | $5,451+106.6% | $6,396+76.1% |
| Admin fee / account holder | $224 | $16,880-98.7% | $14,497-98.5% | $12,562-98.2% |