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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 | $17,747 | $114,130-84.5% | $96,192-81.6% | $167,553-89.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 6.86% | 190.07%-183.2pp | 192.09%-185.2pp | 478.89%-472.0pp |
| Employer contribution / active EE | $6,911 | $3,431+101.4% | $2,799+146.9% | $4,840+42.8% |
| Participant deferral / active EE | $12,002 | $5,198+130.9% | $4,351+175.8% | $6,343+89.2% |
| Admin fee / account holder | $98 | $6,901-98.6% | $5,539-98.2% | $12,316-99.2% |