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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 | $24,377 | $157,296-84.5% | $141,191-82.7% | $152,897-84.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 6.35% | 64.34%-58.0pp | 71.41%-65.1pp | 345.43%-339.1pp |
| Employer contribution / active EE | $14,063 | $5,262+167.2% | $4,736+196.9% | $4,764+195.2% |
| Participant deferral / active EE | $5,688 | $7,111-20.0% | $6,710-15.2% | $5,851-2.8% |
| Admin fee / account holder | $38 | $12,125-99.7% | $10,264-99.6% | $11,599-99.7% |