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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 | $29,118 | $157,304-81.5% | $141,197-79.4% | $152,909-81.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 14.02% | 64.34%-50.3pp | 71.41%-57.4pp | 345.46%-331.4pp |
| Employer contribution / active EE | $2,271 | $5,263-56.9% | $4,736-52.1% | $4,764-52.3% |
| Participant deferral / active EE | $2,404 | $7,111-66.2% | $6,710-64.2% | $5,851-58.9% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |