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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 | $97,535 | $165,381-41.0% | $149,730-34.9% | $158,966-38.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 1.57% | 348.29%-346.7pp | 276.70%-275.1pp | 302.95%-301.4pp |
| Employer contribution / active EE | $1,373 | $5,104-73.1% | $4,645-70.4% | $4,762-71.2% |
| Participant deferral / active EE | $2,664 | $7,182-62.9% | $6,843-61.1% | $5,983-55.5% |
| Admin fee / account holder | $49 | $10,809-99.5% | $9,310-99.5% | $11,250-99.6% |