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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 | $61,440 | $183,988-66.6% | $162,177-62.1% | $152,897-59.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 7.38% | 150.79%-143.4pp | 115.60%-108.2pp | 345.43%-338.1pp |
| Employer contribution / active EE | $2,600 | $6,370-59.2% | $5,613-53.7% | $4,764-45.4% |
| Participant deferral / active EE | $4,675 | $8,032-41.8% | $7,297-35.9% | $5,851-20.1% |
| Admin fee / account holder | $17 | $13,123-99.9% | $10,843-99.8% | $11,599-99.9% |