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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 | $31,853 | $166,131-80.8% | $164,975-80.7% | $145,877-78.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 8.35% | 100.37%-92.0pp | 70.12%-61.8pp | 551.28%-542.9pp |
| Employer contribution / active EE | $5,660 | $5,276+7.3% | $4,343+30.3% | $4,663+21.4% |
| Participant deferral / active EE | $7,926 | $6,962+13.8% | $6,033+31.4% | $6,691+18.5% |
| Admin fee / account holder | $10 | $16,648-99.9% | $12,688-99.9% | $13,402-99.9% |