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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 | $39,222 | $175,259-77.6% | $149,723-73.8% | $139,487-71.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 7.36% | 166.82%-159.5pp | 134.50%-127.1pp | 373.84%-366.5pp |
| Employer contribution / active EE | $8,133 | $5,478+48.5% | $4,821+68.7% | $4,755+71.1% |
| Participant deferral / active EE | $8,322 | $6,522+27.6% | $5,682+46.4% | $6,713+24.0% |
| Admin fee / account holder | $0 | $16,158-100.0% | $13,215-100.0% | $11,407-100.0% |