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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 | $26,411 | $157,296-83.2% | $141,191-81.3% | $152,897-82.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 8.29% | 64.34%-56.0pp | 71.41%-63.1pp | 345.43%-337.1pp |
| Employer contribution / active EE | $15,000 | $5,262+185.0% | $4,736+216.7% | $4,764+214.9% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $111 | $12,125-99.1% | $10,264-98.9% | $11,599-99.0% |