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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 | $160,040-71.1% | $147,096-68.5% | $145,877-68.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.11% | 98.49%-89.4pp | 419.75%-410.6pp | 551.28%-542.2pp |
| Employer contribution / active EE | $2,400 | $5,289-54.6% | $4,936-51.4% | $4,663-48.5% |
| Participant deferral / active EE | $3,000 | $8,429-64.4% | $8,071-62.8% | $6,691-55.2% |
| Admin fee / account holder | $20 | $15,050-99.9% | $13,005-99.8% | $13,402-99.9% |