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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 | $30,901 | $104,937-70.6% | $84,628-63.5% | $152,897-79.8% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 6.98% | 373.88%-366.9pp | 258.80%-251.8pp | 345.43%-338.5pp |
| Employer contribution / active EE | $9,350 | $3,303+183.1% | $2,653+252.4% | $4,764+96.3% |
| Participant deferral / active EE | $9,040 | $4,690+92.8% | $3,900+131.8% | $5,851+54.5% |
| Admin fee / account holder | $191 | $6,243-96.9% | $4,914-96.1% | $11,599-98.4% |