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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 | $19,885 | $175,257-88.7% | $149,717-86.7% | $139,456-85.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 7.32% | 166.70%-159.4pp | 134.41%-127.1pp | 373.45%-366.1pp |
| Employer contribution / active EE | $1,842 | $5,477-66.4% | $4,820-61.8% | $4,753-61.2% |
| Participant deferral / active EE | $4,519 | $6,521-30.7% | $5,682-20.5% | $6,711-32.7% |
| Admin fee / account holder | $25 | $16,156-99.8% | $13,213-99.8% | $11,407-99.8% |