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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 | $64,431 | $226,090-71.5% | $182,531-64.7% | $152,885-57.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 5.61% | 192.57%-187.0pp | 148.57%-143.0pp | 345.39%-339.8pp |
| Employer contribution / active EE | $19,967 | $4,978+301.1% | $4,075+389.9% | $4,763+319.2% |
| Participant deferral / active EE | $11,702 | $6,369+83.7% | $5,525+111.8% | $5,851+100.0% |
| Admin fee / account holder | $59 | $10,705-99.4% | $8,593-99.3% | $11,598-99.5% |