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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 | $32,276 | $109,904-70.6% | $97,167-66.8% | $145,959-77.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 3.63% | 243.43%-239.8pp | 75.27%-71.6pp | 561.95%-558.3pp |
| Employer contribution / active EE | $3,244 | $3,084+5.2% | $2,729+18.9% | $4,661-30.4% |
| Participant deferral / active EE | $21,055 | $4,676+350.3% | $4,264+393.8% | $6,689+214.8% |
| Admin fee / account holder | $141 | $6,216-97.7% | $5,650-97.5% | $13,398-98.9% |