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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 | $72,376 | $176,077-58.9% | $159,455-54.6% | $167,518-56.8% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 9.45% | 331.83%-322.4pp | 263.63%-254.2pp | 478.71%-469.3pp |
| Employer contribution / active EE | $1,453 | $5,298-72.6% | $4,830-69.9% | $4,838-70.0% |
| Participant deferral / active EE | $2,724 | $7,751-64.9% | $7,353-63.0% | $6,342-57.1% |
| Admin fee / account holder | $124 | $12,556-99.0% | $10,800-98.9% | $12,312-99.0% |