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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 | $30,561 | $159,934-80.9% | $147,005-79.2% | $145,959-79.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 5.96% | 98.24%-92.3pp | 418.76%-412.8pp | 561.95%-556.0pp |
| Employer contribution / active EE | $1,879 | $5,287-64.5% | $4,934-61.9% | $4,661-59.7% |
| Participant deferral / active EE | $6,678 | $8,427-20.8% | $8,070-17.2% | $6,689-0.2% |
| Admin fee / account holder | $128 | $15,053-99.2% | $13,006-99.0% | $13,398-99.0% |