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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 | $38,990 | $226,090-82.8% | $182,531-78.6% | $152,885-74.5% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 6.25% | 192.57%-186.3pp | 148.57%-142.3pp | 345.39%-339.1pp |
| Employer contribution / active EE | $10,000 | $4,978+100.9% | $4,075+145.4% | $4,763+109.9% |
| Participant deferral / active EE | $0 | $6,369-100.0% | $5,525-100.0% | $5,851-100.0% |
| Admin fee / account holder | $25 | $10,705-99.8% | $8,593-99.7% | $11,598-99.8% |