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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 | $30,108 | $105,145-71.4% | $94,664-68.2% | $139,466-78.4% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 11.13% | 38.09%-27.0pp | 156.84%-145.7pp | 373.66%-362.5pp |
| Employer contribution / active EE | $2,194 | $4,107-46.6% | $3,673-40.3% | $4,754-53.8% |
| Participant deferral / active EE | $10,456 | $7,599+37.6% | $7,417+41.0% | $6,712+55.8% |
| Admin fee / account holder | $229 | $8,972-97.4% | $7,222-96.8% | $11,409-98.0% |