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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 | $78,080 | $165,399-52.8% | $149,745-47.9% | $158,982-50.9% |
| Participation rate | 90.9% | 84.6%+6.3pp | 82.5%+8.4pp | 82.0%+8.9pp |
| Annual return | 1.95% | 348.34%-346.4pp | 276.72%-274.8pp | 302.99%-301.0pp |
| Employer contribution / active EE | $6,030 | $5,105+18.1% | $4,646+29.8% | $4,763+26.6% |
| Participant deferral / active EE | $3,640 | $7,183-49.3% | $6,843-46.8% | $5,983-39.2% |
| Admin fee / account holder | $201 | $10,811-98.1% | $9,312-97.8% | $11,252-98.2% |