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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 | $28,797 | $160,040-82.0% | $147,096-80.4% | $145,877-80.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 7.44% | 98.49%-91.1pp | 419.75%-412.3pp | 551.28%-543.8pp |
| Employer contribution / active EE | $2,948 | $5,289-44.3% | $4,936-40.3% | $4,663-36.8% |
| Participant deferral / active EE | $3,407 | $8,429-59.6% | $8,071-57.8% | $6,691-49.1% |
| Admin fee / account holder | $5 | $15,050-100.0% | $13,005-100.0% | $13,402-100.0% |