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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 | $46,308 | $160,070-71.1% | $147,117-68.5% | $145,897-68.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.11% | 98.69%-89.6pp | 420.54%-411.4pp | 552.29%-543.2pp |
| Employer contribution / active EE | $2,400 | $5,285-54.6% | $4,932-51.3% | $4,663-48.5% |
| Participant deferral / active EE | $3,000 | $8,419-64.4% | $8,065-62.8% | $6,689-55.2% |
| Admin fee / account holder | $20 | $15,035-99.9% | $12,993-99.8% | $13,390-99.9% |