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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 | $72,148 | $168,636-57.2% | $147,617-51.1% | $125,393-42.5% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -4.19% | 77.65%-81.8pp | 61.98%-66.2pp | 282.23%-286.4pp |
| Employer contribution / active EE | $6,158 | $6,252-1.5% | $5,565+10.7% | $4,866+26.6% |
| Participant deferral / active EE | $4,550 | $5,507-17.4% | $4,895-7.1% | $5,351-15.0% |
| Admin fee / account holder | $7 | $13,580-99.9% | $11,611-99.9% | $9,541-99.9% |