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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 | $37,410 | $176,120-78.8% | $159,487-76.5% | $167,553-77.7% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 6.79% | 331.95%-325.2pp | 263.71%-256.9pp | 478.89%-472.1pp |
| Employer contribution / active EE | $2,322 | $5,299-56.2% | $4,831-51.9% | $4,840-52.0% |
| Participant deferral / active EE | $7,907 | $7,752+2.0% | $7,354+7.5% | $6,343+24.7% |
| Admin fee / account holder | $19 | $12,561-99.9% | $10,804-99.8% | $12,316-99.8% |