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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 | $23,751 | $73,546-67.7% | $63,018-62.3% | $147,586-83.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 8.57% | 175.56%-167.0pp | 87.62%-79.0pp | 578.59%-570.0pp |
| Employer contribution / active EE | $3,115 | $3,324-6.3% | $2,761+12.8% | $4,876-36.1% |
| Participant deferral / active EE | $1,238 | $4,185-70.4% | $3,330-62.8% | $5,439-77.2% |
| Admin fee / account holder | $23 | $5,956-99.6% | $3,601-99.4% | $10,886-99.8% |