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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 | $63,263 | $150,197-57.9% | $120,368-47.4% | $145,959-56.7% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 8.48% | 154.26%-145.8pp | 107.26%-98.8pp | 561.95%-553.5pp |
| Employer contribution / active EE | $3,329 | $4,350-23.5% | $3,465-3.9% | $4,661-28.6% |
| Participant deferral / active EE | $15,250 | $6,174+147.0% | $4,991+205.5% | $6,689+128.0% |
| Admin fee / account holder | $108 | $12,216-99.1% | $9,429-98.9% | $13,398-99.2% |