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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 | $37,715 | $176,105-78.6% | $159,474-76.4% | $167,536-77.5% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 6.61% | 331.91%-325.3pp | 263.68%-257.1pp | 478.82%-472.2pp |
| Employer contribution / active EE | $8,976 | $5,299+69.4% | $4,831+85.8% | $4,839+85.5% |
| Participant deferral / active EE | $11,422 | $7,751+47.3% | $7,353+55.3% | $6,342+80.1% |
| Admin fee / account holder | $220 | $12,559-98.3% | $10,802-98.0% | $12,315-98.2% |