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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 | $33,214 | $70,366-52.8% | $66,674-50.2% | $138,895-76.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 5.95% | 386.41%-380.5pp | 321.24%-315.3pp | 145.39%-139.4pp |
| Employer contribution / active EE | $3,529 | $2,765+27.6% | $2,620+34.7% | $4,194-15.9% |
| Participant deferral / active EE | $8,842 | $4,374+102.1% | $4,084+116.5% | $6,396+38.2% |
| Admin fee / account holder | $11 | $5,262-99.8% | $5,098-99.8% | $12,562-99.9% |