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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 | $27,973 | $150,346-81.4% | $120,524-76.8% | $145,877-80.8% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 3.97% | 154.40%-150.4pp | 107.36%-103.4pp | 551.28%-547.3pp |
| Employer contribution / active EE | $17,454 | $4,353+301.0% | $3,469+403.2% | $4,663+274.3% |
| Participant deferral / active EE | $6,100 | $6,172-1.2% | $4,994+22.2% | $6,691-8.8% |
| Admin fee / account holder | $80 | $12,215-99.3% | $9,440-99.2% | $13,402-99.4% |