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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 | $38,557 | $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 | 14.01% | 64.34%-50.3pp | 71.41%-57.4pp | 345.43%-331.4pp |
| Employer contribution / active EE | $3,159 | $5,262-40.0% | $4,736-33.3% | $4,764-33.7% |
| Participant deferral / active EE | $9,227 | $7,111+29.8% | $6,710+37.5% | $5,851+57.7% |
| Admin fee / account holder | $176 | $12,125-98.5% | $10,264-98.3% | $11,599-98.5% |