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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 | $89,693 | $166,268-46.1% | $165,100-45.7% | $145,897-38.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 4.88% | 100.52%-95.6pp | 70.21%-65.3pp | 552.29%-547.4pp |
| Employer contribution / active EE | $1,248 | $5,284-76.4% | $4,348-71.3% | $4,663-73.2% |
| Participant deferral / active EE | $3,120 | $6,964-55.2% | $6,035-48.3% | $6,689-53.4% |
| Admin fee / account holder | $1 | $16,659-100.0% | $12,696-100.0% | $13,390-100.0% |