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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 | $41,154 | $168,636-75.6% | $147,618-72.1% | $125,388-67.2% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -13.25% | 77.65%-90.9pp | 61.98%-75.2pp | 282.24%-295.5pp |
| Employer contribution / active EE | $2,416 | $6,252-61.4% | $5,565-56.6% | $4,866-50.4% |
| Participant deferral / active EE | $9,025 | $5,507+63.9% | $4,895+84.4% | $5,352+68.6% |
| Admin fee / account holder | $265 | $13,580-98.0% | $11,612-97.7% | $9,541-97.2% |