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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 | $77,401 | $165,399-53.2% | $149,745-48.3% | $158,982-51.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 6.44% | 348.34%-341.9pp | 276.72%-270.3pp | 302.99%-296.5pp |
| Employer contribution / active EE | $8,097 | $5,105+58.6% | $4,646+74.3% | $4,763+70.0% |
| Participant deferral / active EE | $3,758 | $7,183-47.7% | $6,843-45.1% | $5,983-37.2% |
| Admin fee / account holder | $88 | $10,811-99.2% | $9,312-99.1% | $11,252-99.2% |