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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 | $22,483 | $68,398-67.1% | $94,664-76.2% | $75,173-70.1% |
| Participation rate | 100.0% | 76.1%+23.9pp | 80.8%+19.2pp | 67.2%+32.8pp |
| Annual return | 15.58% | 616.72%-601.1pp | 156.84%-141.3pp | 160.72%-145.1pp |
| Employer contribution / active EE | $2,063 | $2,701-23.6% | $3,673-43.8% | $2,671-22.8% |
| Participant deferral / active EE | $2,947 | $6,537-54.9% | $7,417-60.3% | $4,126-28.6% |
| Admin fee / account holder | $286 | $5,324-94.6% | $7,222-96.0% | $5,651-94.9% |