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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 | $34,016 | $107,363-68.3% | $92,909-63.4% | $152,897-77.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 7.62% | 145.63%-138.0pp | 109.44%-101.8pp | 345.43%-337.8pp |
| Employer contribution / active EE | $2,282 | $4,222-45.9% | $3,653-37.5% | $4,764-52.1% |
| Participant deferral / active EE | $10,680 | $4,848+120.3% | $4,238+152.0% | $5,851+82.5% |
| Admin fee / account holder | $68 | $7,082-99.0% | $5,795-98.8% | $11,599-99.4% |