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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 | $166,242-80.8% | $165,071-80.7% | $145,884-78.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 8.35% | 100.44%-92.1pp | 70.17%-61.8pp | 551.85%-543.5pp |
| Employer contribution / active EE | $5,660 | $5,283+7.1% | $4,347+30.2% | $4,662+21.4% |
| Participant deferral / active EE | $7,926 | $6,964+13.8% | $6,035+31.3% | $6,690+18.5% |
| Admin fee / account holder | $10 | $16,658-99.9% | $12,695-99.9% | $13,392-99.9% |