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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 | $40,705 | $198,461-79.5% | $170,436-76.1% | $147,585-72.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 0.54% | 257.30%-256.8pp | 205.94%-205.4pp | 578.57%-578.0pp |
| Employer contribution / active EE | $9,854 | $6,184+59.4% | $5,433+81.4% | $4,876+102.1% |
| Participant deferral / active EE | $5,189 | $5,629-7.8% | $4,939+5.0% | $5,439-4.6% |
| Admin fee / account holder | $275 | $16,852-98.4% | $13,880-98.0% | $10,885-97.5% |