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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 | $36,168 | $157,304-77.0% | $141,197-74.4% | $152,909-76.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 13.25% | 64.34%-51.1pp | 71.41%-58.2pp | 345.46%-332.2pp |
| Employer contribution / active EE | $7,558 | $5,263+43.6% | $4,736+59.6% | $4,764+58.7% |
| Participant deferral / active EE | $8,072 | $7,111+13.5% | $6,710+20.3% | $5,851+38.0% |
| Admin fee / account holder | $210 | $12,126-98.3% | $10,265-98.0% | $11,601-98.2% |