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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 | $25,502 | $100,911-74.7% | $90,440-71.8% | $158,966-84.0% |
| Participation rate | 92.3% | 75.0%+17.3pp | 72.7%+19.6pp | 82.0%+10.3pp |
| Annual return | 5.75% | 1726.62%-1720.9pp | 1294.38%-1288.6pp | 302.95%-297.2pp |
| Employer contribution / active EE | $3,287 | $3,690-10.9% | $3,263+0.7% | $4,762-31.0% |
| Participant deferral / active EE | $0 | $4,348-100.0% | $3,964-100.0% | $5,983-100.0% |
| Admin fee / account holder | $124 | $6,507-98.1% | $5,615-97.8% | $11,250-98.9% |