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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 | $54,966 | $157,296-65.1% | $141,191-61.1% | $152,897-64.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 1.71% | 64.34%-62.6pp | 71.41%-69.7pp | 345.43%-343.7pp |
| Employer contribution / active EE | $4,736 | $5,262-10.0% | $4,7360% | $4,764-0.6% |
| Participant deferral / active EE | $8,080 | $7,111+13.6% | $6,710+20.4% | $5,851+38.1% |
| Admin fee / account holder | $0 | $12,125-100.0% | $10,264-100.0% | $11,599-100.0% |