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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 | $31,397 | $165,399-81.0% | $149,745-79.0% | $158,982-80.3% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 1.80% | 348.34%-346.5pp | 276.72%-274.9pp | 302.99%-301.2pp |
| Employer contribution / active EE | $5,067 | $5,105-0.7% | $4,646+9.1% | $4,763+6.4% |
| Participant deferral / active EE | $6,828 | $7,183-4.9% | $6,843-0.2% | $5,983+14.1% |
| Admin fee / account holder | $175 | $10,811-98.4% | $9,312-98.1% | $11,252-98.4% |