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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 | $120,687 | $159,934-24.5% | $147,005-17.9% | $145,959-17.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 4.39% | 98.24%-93.9pp | 418.76%-414.4pp | 561.95%-557.6pp |
| Employer contribution / active EE | $1,545 | $5,287-70.8% | $4,934-68.7% | $4,661-66.9% |
| Participant deferral / active EE | $6,517 | $8,427-22.7% | $8,070-19.2% | $6,689-2.6% |
| Admin fee / account holder | $4 | $15,053-100.0% | $13,006-100.0% | $13,398-100.0% |