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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 | $42,668 | $165,381-74.2% | $149,730-71.5% | $158,966-73.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 3.81% | 348.29%-344.5pp | 276.70%-272.9pp | 302.95%-299.1pp |
| Employer contribution / active EE | $9,108 | $5,104+78.4% | $4,645+96.1% | $4,762+91.2% |
| Participant deferral / active EE | $8,667 | $7,182+20.7% | $6,843+26.7% | $5,983+44.9% |
| Admin fee / account holder | $110 | $10,809-99.0% | $9,310-98.8% | $11,250-99.0% |