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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 | $46,180 | $227,633-79.7% | $189,597-75.6% | $167,553-72.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 1.44% | 78.45%-77.0pp | 64.20%-62.8pp | 478.89%-477.5pp |
| Employer contribution / active EE | $16,174 | $5,317+204.2% | $4,412+266.6% | $4,840+234.2% |
| Participant deferral / active EE | $6,859 | $7,003-2.1% | $6,174+11.1% | $6,343+8.1% |
| Admin fee / account holder | $95 | $11,879-99.2% | $9,807-99.0% | $12,316-99.2% |