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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 | $63,394 | $198,457-68.1% | $170,435-62.8% | $147,586-57.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 1.00% | 257.30%-256.3pp | 205.94%-204.9pp | 578.59%-577.6pp |
| Employer contribution / active EE | $5,568 | $6,183-10.0% | $5,432+2.5% | $4,876+14.2% |
| Participant deferral / active EE | $3,641 | $5,629-35.3% | $4,939-26.3% | $5,439-33.1% |
| Admin fee / account holder | $60 | $16,852-99.6% | $13,881-99.6% | $10,886-99.4% |