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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 | $75,830 | $209,425-63.8% | $178,499-57.5% | $158,966-52.3% |
| Participation rate | 87.5% | 86.4%+1.1pp | 81.9%+5.6pp | 82.0%+5.5pp |
| Annual return | 0.82% | 188.80%-188.0pp | 151.10%-150.3pp | 302.95%-302.1pp |
| Employer contribution / active EE | $2,038 | $5,707-64.3% | $5,011-59.3% | $4,762-57.2% |
| Participant deferral / active EE | $2,398 | $5,955-59.7% | $5,202-53.9% | $5,983-59.9% |
| Admin fee / account holder | $0 | $17,078-100.0% | $13,986-100.0% | $11,250-100.0% |