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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 | $20,348 | $175,231-88.4% | $149,696-86.4% | $139,466-85.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 3.00% | 166.77%-163.8pp | 134.46%-131.5pp | 373.66%-370.7pp |
| Employer contribution / active EE | $9,500 | $5,478+73.4% | $4,821+97.1% | $4,754+99.8% |
| Participant deferral / active EE | $0 | $6,521-100.0% | $5,682-100.0% | $6,712-100.0% |
| Admin fee / account holder | $146 | $16,155-99.1% | $13,212-98.9% | $11,409-98.7% |