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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 | $29,890 | $160,028-81.3% | $147,080-79.7% | $145,884-79.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 2.65% | 98.60%-95.9pp | 420.17%-417.5pp | 551.85%-549.2pp |
| Employer contribution / active EE | $2,329 | $5,286-55.9% | $4,933-52.8% | $4,662-50.1% |
| Participant deferral / active EE | $6,702 | $8,422-20.4% | $8,066-16.9% | $6,690+0.2% |
| Admin fee / account holder | $125 | $15,030-99.2% | $12,989-99.0% | $13,392-99.1% |