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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 | $74,362 | $175,257-57.6% | $149,717-50.3% | $139,456-46.7% |
| Participation rate | 89.5% | 83.4%+6.1pp | 78.8%+10.7pp | 80.3%+9.1pp |
| Annual return | 1.93% | 166.70%-164.8pp | 134.41%-132.5pp | 373.45%-371.5pp |
| Employer contribution / active EE | $4,625 | $5,477-15.6% | $4,820-4.0% | $4,753-2.7% |
| Participant deferral / active EE | $5,541 | $6,521-15.0% | $5,682-2.5% | $6,711-17.4% |
| Admin fee / account holder | $121 | $16,156-99.3% | $13,213-99.1% | $11,407-98.9% |