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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 | $150,207-81.4% | $120,380-76.8% | $145,978-80.8% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 3.97% | 154.28%-150.3pp | 107.28%-103.3pp | 550.52%-546.5pp |
| Employer contribution / active EE | $17,454 | $4,351+301.2% | $3,465+403.7% | $4,662+274.4% |
| Participant deferral / active EE | $6,100 | $6,175-1.2% | $4,992+22.2% | $6,690-8.8% |
| Admin fee / account holder | $80 | $12,203-99.3% | $9,421-99.2% | $13,400-99.4% |