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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 | $47,290 | $175,231-73.0% | $149,696-68.4% | $139,466-66.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 3.71% | 166.77%-163.1pp | 134.46%-130.7pp | 373.66%-370.0pp |
| Employer contribution / active EE | $2,317 | $5,478-57.7% | $4,821-51.9% | $4,754-51.3% |
| Participant deferral / active EE | $3,144 | $6,521-51.8% | $5,682-44.7% | $6,712-53.2% |
| Admin fee / account holder | $140 | $16,155-99.1% | $13,212-98.9% | $11,409-98.8% |