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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 | $23,312 | $176,077-86.8% | $159,455-85.4% | $167,518-86.1% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 4.94% | 331.83%-326.9pp | 263.63%-258.7pp | 478.71%-473.8pp |
| Employer contribution / active EE | $7,266 | $5,298+37.2% | $4,830+50.4% | $4,838+50.2% |
| Participant deferral / active EE | $9,937 | $7,751+28.2% | $7,353+35.1% | $6,342+56.7% |
| Admin fee / account holder | $98 | $12,556-99.2% | $10,800-99.1% | $12,312-99.2% |