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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 | $22,685 | $160,028-85.8% | $147,080-84.6% | $145,884-84.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 4.23% | 98.60%-94.4pp | 420.17%-415.9pp | 551.85%-547.6pp |
| Employer contribution / active EE | $6,190 | $5,286+17.1% | $4,933+25.5% | $4,662+32.8% |
| Participant deferral / active EE | $0 | $8,422-100.0% | $8,066-100.0% | $6,690-100.0% |
| Admin fee / account holder | $129 | $15,030-99.1% | $12,989-99.0% | $13,392-99.0% |