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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 | $43,955 | $73,546-40.2% | $63,018-30.3% | $147,586-70.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 8.07% | 175.56%-167.5pp | 87.62%-79.6pp | 578.59%-570.5pp |
| Employer contribution / active EE | $2,995 | $3,324-9.9% | $2,761+8.5% | $4,876-38.6% |
| Participant deferral / active EE | $3,396 | $4,185-18.9% | $3,330+2.0% | $5,439-37.6% |
| Admin fee / account holder | $0 | $5,956-100.0% | $3,601-100.0% | $10,886-100.0% |