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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 | $32,964 | $159,934-79.4% | $147,005-77.6% | $145,959-77.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 7.23% | 98.24%-91.0pp | 418.76%-411.5pp | 561.95%-554.7pp |
| Employer contribution / active EE | $4,490 | $5,287-15.1% | $4,934-9.0% | $4,661-3.7% |
| Participant deferral / active EE | $6,784 | $8,427-19.5% | $8,070-15.9% | $6,689+1.4% |
| Admin fee / account holder | $14 | $15,053-99.9% | $13,006-99.9% | $13,398-99.9% |