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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 | $90,614-70.4% | $76,089-64.8% | $145,877-81.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 7.13% | 623.80%-616.7pp | 360.94%-353.8pp | 551.28%-544.2pp |
| Employer contribution / active EE | $4,430 | $3,324+33.3% | $2,690+64.7% | $4,663-5.0% |
| Participant deferral / active EE | $7,643 | $5,168+47.9% | $4,259+79.4% | $6,691+14.2% |
| Admin fee / account holder | $221 | $8,376-97.4% | $6,418-96.6% | $13,402-98.4% |