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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 | $69,849 | $183,988-62.0% | $162,177-56.9% | $152,897-54.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 8.01% | 150.79%-142.8pp | 115.60%-107.6pp | 345.43%-337.4pp |
| Employer contribution / active EE | $1,773 | $6,370-72.2% | $5,613-68.4% | $4,764-62.8% |
| Participant deferral / active EE | $5,281 | $8,032-34.3% | $7,297-27.6% | $5,851-9.7% |
| Admin fee / account holder | $11 | $13,123-99.9% | $10,843-99.9% | $11,599-99.9% |