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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 | $13,450 | $114,093-88.2% | $96,171-86.0% | $167,536-92.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 6.60% | 190.00%-183.4pp | 192.04%-185.4pp | 478.82%-472.2pp |
| Employer contribution / active EE | $3,036 | $3,429-11.5% | $2,799+8.5% | $4,839-37.3% |
| Participant deferral / active EE | $5,067 | $5,197-2.5% | $4,350+16.5% | $6,342-20.1% |
| Admin fee / account holder | $41 | $6,899-99.4% | $5,538-99.3% | $12,315-99.7% |