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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 | $30,635 | $183,516-83.3% | $155,534-80.3% | $145,884-79.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 5.82% | 61.43%-55.6pp | 64.92%-59.1pp | 551.85%-546.0pp |
| Employer contribution / active EE | $2,909 | $5,315-45.3% | $4,675-37.8% | $4,662-37.6% |
| Participant deferral / active EE | $6,500 | $6,467+0.5% | $5,630+15.4% | $6,690-2.8% |
| Admin fee / account holder | $0 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |