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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 | $8,936 | $88,815-89.9% | $81,882-89.1% | $145,897-93.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 7.59% | 1033.75%-1026.2pp | 779.47%-771.9pp | 552.29%-544.7pp |
| Employer contribution / active EE | $923 | $3,086-70.1% | $2,916-68.4% | $4,663-80.2% |
| Participant deferral / active EE | $801 | $4,647-82.8% | $4,323-81.5% | $6,689-88.0% |
| Admin fee / account holder | $220 | $8,434-97.4% | $7,360-97.0% | $13,390-98.4% |