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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 | $51,139 | $157,296-67.5% | $141,191-63.8% | $152,897-66.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 2.07% | 64.34%-62.3pp | 71.41%-69.3pp | 345.43%-343.4pp |
| Employer contribution / active EE | $14,426 | $5,262+174.1% | $4,736+204.6% | $4,764+202.8% |
| Participant deferral / active EE | $19,616 | $7,111+175.9% | $6,710+192.3% | $5,851+235.3% |
| Admin fee / account holder | $32 | $12,125-99.7% | $10,264-99.7% | $11,599-99.7% |