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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 | $18,625 | $160,040-88.4% | $147,096-87.3% | $145,877-87.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 7.14% | 98.49%-91.4pp | 419.75%-412.6pp | 551.28%-544.1pp |
| Employer contribution / active EE | $6,362 | $5,289+20.3% | $4,936+28.9% | $4,663+36.4% |
| Participant deferral / active EE | $6,133 | $8,429-27.2% | $8,071-24.0% | $6,691-8.3% |
| Admin fee / account holder | $228 | $15,050-98.5% | $13,005-98.3% | $13,402-98.3% |