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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 | $27,022 | $70,366-61.6% | $66,674-59.5% | $138,895-80.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 12.00% | 386.41%-374.4pp | 321.24%-309.2pp | 145.39%-133.4pp |
| Employer contribution / active EE | $2,583 | $2,765-6.6% | $2,620-1.4% | $4,194-38.4% |
| Participant deferral / active EE | $600 | $4,374-86.3% | $4,084-85.3% | $6,396-90.6% |
| Admin fee / account holder | $12 | $5,262-99.8% | $5,098-99.8% | $12,562-99.9% |