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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 | $29,530 | $159,934-81.5% | $147,005-79.9% | $145,959-79.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 8.79% | 98.24%-89.5pp | 418.76%-410.0pp | 561.95%-553.2pp |
| Employer contribution / active EE | $1,364 | $5,287-74.2% | $4,934-72.4% | $4,661-70.7% |
| Participant deferral / active EE | $0 | $8,427-100.0% | $8,070-100.0% | $6,689-100.0% |
| Admin fee / account holder | $117 | $15,053-99.2% | $13,006-99.1% | $13,398-99.1% |