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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 | $150,412-57.9% | $120,574-47.5% | $145,884-56.6% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 8.48% | 154.50%-146.0pp | 107.42%-98.9pp | 551.85%-543.4pp |
| Employer contribution / active EE | $3,329 | $4,355-23.6% | $3,471-4.1% | $4,662-28.6% |
| Participant deferral / active EE | $15,250 | $6,175+147.0% | $4,996+205.3% | $6,690+128.0% |
| Admin fee / account holder | $108 | $12,224-99.1% | $9,445-98.9% | $13,392-99.2% |