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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 | $30,909 | $162,136-80.9% | $152,301-79.7% | $154,746-80.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 0.50% | 91.02%-90.5pp | 80.50%-80.0pp | 172.34%-171.8pp |
| Employer contribution / active EE | $9,151 | $4,890+87.1% | $4,624+97.9% | $4,379+109.0% |
| Participant deferral / active EE | $10,868 | $8,341+30.3% | $8,004+35.8% | $6,730+61.5% |
| Admin fee / account holder | $40 | $15,759-99.7% | $14,398-99.7% | $14,365-99.7% |