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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 | $39,295 | $114,073-65.6% | $96,161-59.1% | $167,518-76.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 8.09% | 189.95%-181.9pp | 192.01%-183.9pp | 478.71%-470.6pp |
| Employer contribution / active EE | $2,067 | $3,428-39.7% | $2,798-26.1% | $4,838-57.3% |
| Participant deferral / active EE | $19,501 | $5,195+275.4% | $4,349+348.4% | $6,342+207.5% |
| Admin fee / account holder | $263 | $6,899-96.2% | $5,538-95.3% | $12,312-97.9% |