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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 | $24,129 | $166,089-85.5% | $164,928-85.4% | $145,978-83.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 3.41% | 100.26%-96.8pp | 70.08%-66.7pp | 550.52%-547.1pp |
| Employer contribution / active EE | $2,504 | $5,276-52.5% | $4,343-42.3% | $4,662-46.3% |
| Participant deferral / active EE | $5,675 | $6,961-18.5% | $6,034-5.9% | $6,690-15.2% |
| Admin fee / account holder | $162 | $16,641-99.0% | $12,684-98.7% | $13,400-98.8% |