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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 | $215,178 | $99,053+117.2% | $88,179+144.0% | $138,895+54.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.1%+30.9pp | 79.9%+20.1pp |
| Annual return | 0.28% | 78.17%-77.9pp | 64.97%-64.7pp | 145.39%-145.1pp |
| Employer contribution / active EE | $2,109 | $2,882-26.8% | $2,549-17.3% | $4,194-49.7% |
| Participant deferral / active EE | $2,229 | $5,225-57.3% | $4,614-51.7% | $6,396-65.2% |
| Admin fee / account holder | $27 | $8,748-99.7% | $7,673-99.6% | $12,562-99.8% |