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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 | $16,852 | $70,366-76.1% | $66,674-74.7% | $138,895-87.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 11.51% | 386.41%-374.9pp | 321.24%-309.7pp | 145.39%-133.9pp |
| Employer contribution / active EE | $1,547 | $2,765-44.1% | $2,620-41.0% | $4,194-63.1% |
| Participant deferral / active EE | $4,060 | $4,374-7.2% | $4,084-0.6% | $6,396-36.5% |
| Admin fee / account holder | $128 | $5,262-97.6% | $5,098-97.5% | $12,562-99.0% |