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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 | $165,361-81.0% | $149,715-79.0% | $158,950-80.2% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 1.80% | 348.24%-346.4pp | 276.66%-274.9pp | 302.91%-301.1pp |
| Employer contribution / active EE | $5,067 | $5,103-0.7% | $4,645+9.1% | $4,762+6.4% |
| Participant deferral / active EE | $6,828 | $7,182-4.9% | $6,842-0.2% | $5,983+14.1% |
| Admin fee / account holder | $175 | $10,808-98.4% | $9,310-98.1% | $11,248-98.4% |