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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 | $55,427 | $176,077-68.5% | $159,455-65.2% | $167,518-66.9% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 3.07% | 331.83%-328.8pp | 263.63%-260.6pp | 478.71%-475.6pp |
| Employer contribution / active EE | $2,100 | $5,298-60.4% | $4,830-56.5% | $4,838-56.6% |
| Participant deferral / active EE | $16,848 | $7,751+117.4% | $7,353+129.1% | $6,342+165.7% |
| Admin fee / account holder | $181 | $12,556-98.6% | $10,800-98.3% | $12,312-98.5% |