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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 | $67,238 | $176,077-61.8% | $159,455-57.8% | $167,518-59.9% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 7.91% | 331.83%-323.9pp | 263.63%-255.7pp | 478.71%-470.8pp |
| Employer contribution / active EE | $4,283 | $5,298-19.2% | $4,830-11.3% | $4,838-11.5% |
| Participant deferral / active EE | $7,200 | $7,751-7.1% | $7,353-2.1% | $6,342+13.5% |
| Admin fee / account holder | $95 | $12,556-99.2% | $10,800-99.1% | $12,312-99.2% |