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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 | $30,252 | $157,304-80.8% | $141,197-78.6% | $152,909-80.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 7.18% | 64.34%-57.2pp | 71.41%-64.2pp | 345.46%-338.3pp |
| Employer contribution / active EE | $8,178 | $5,263+55.4% | $4,736+72.7% | $4,764+71.7% |
| Participant deferral / active EE | $8,053 | $7,111+13.3% | $6,710+20.0% | $5,851+37.6% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |