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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 | $19,101 | $160,040-88.1% | $147,096-87.0% | $145,877-86.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 7.25% | 98.49%-91.2pp | 419.75%-412.5pp | 551.28%-544.0pp |
| Employer contribution / active EE | $1,795 | $5,289-66.1% | $4,936-63.6% | $4,663-61.5% |
| Participant deferral / active EE | $2,816 | $8,429-66.6% | $8,071-65.1% | $6,691-57.9% |
| Admin fee / account holder | $269 | $15,050-98.2% | $13,005-97.9% | $13,402-98.0% |