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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 | $26,801 | $90,489-70.4% | $76,051-64.8% | $145,978-81.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 7.13% | 622.78%-615.7pp | 360.42%-353.3pp | 550.52%-543.4pp |
| Employer contribution / active EE | $4,430 | $3,319+33.5% | $2,690+64.7% | $4,662-5.0% |
| Participant deferral / active EE | $7,643 | $5,164+48.0% | $4,257+79.5% | $6,690+14.3% |
| Admin fee / account holder | $221 | $8,374-97.4% | $6,416-96.6% | $13,400-98.3% |