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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 | $62,083 | $105,145-41.0% | $94,664-34.4% | $139,466-55.5% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 8.39% | 38.09%-29.7pp | 156.84%-148.5pp | 373.66%-365.3pp |
| Employer contribution / active EE | $26,241 | $4,107+538.9% | $3,673+614.4% | $4,754+452.0% |
| Participant deferral / active EE | $16,478 | $7,599+116.9% | $7,417+122.2% | $6,712+145.5% |
| Admin fee / account holder | $54 | $8,972-99.4% | $7,222-99.2% | $11,409-99.5% |