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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 | $50,829 | $168,636-69.9% | $147,617-65.6% | $125,393-59.5% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -4.25% | 77.65%-81.9pp | 61.98%-66.2pp | 282.23%-286.5pp |
| Employer contribution / active EE | $3,122 | $6,252-50.1% | $5,565-43.9% | $4,866-35.8% |
| Participant deferral / active EE | $2,317 | $5,507-57.9% | $4,895-52.7% | $5,351-56.7% |
| Admin fee / account holder | $229 | $13,580-98.3% | $11,611-98.0% | $9,541-97.6% |