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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 | $23,882 | $159,978-85.1% | $147,041-83.8% | $145,978-83.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 6.57% | 98.36%-91.8pp | 419.21%-412.6pp | 550.52%-543.9pp |
| Employer contribution / active EE | $1,400 | $5,288-73.5% | $4,935-71.6% | $4,662-70.0% |
| Participant deferral / active EE | $10,167 | $8,429+20.6% | $8,071+26.0% | $6,690+52.0% |
| Admin fee / account holder | $197 | $15,053-98.7% | $13,006-98.5% | $13,400-98.5% |