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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 | $98,848 | $183,592-46.2% | $155,567-36.5% | $145,959-32.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 0.79% | 61.24%-60.4pp | 64.74%-63.9pp | 561.95%-561.2pp |
| Employer contribution / active EE | $1,742 | $5,315-67.2% | $4,674-62.7% | $4,661-62.6% |
| Participant deferral / active EE | $3,886 | $6,464-39.9% | $5,628-31.0% | $6,689-41.9% |
| Admin fee / account holder | $0 | $19,318-100.0% | $15,916-100.0% | $13,398-100.0% |