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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 | $38,521 | $157,296-75.5% | $141,191-72.7% | $152,897-74.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 13.23% | 64.34%-51.1pp | 71.41%-58.2pp | 345.43%-332.2pp |
| Employer contribution / active EE | $21,060 | $5,262+300.2% | $4,736+344.7% | $4,764+342.1% |
| Participant deferral / active EE | $12,500 | $7,111+75.8% | $6,710+86.3% | $5,851+113.6% |
| Admin fee / account holder | $82 | $12,125-99.3% | $10,264-99.2% | $11,599-99.3% |