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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 | $88,702-89.9% | $81,780-89.1% | $145,978-93.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 7.59% | 1029.12%-1021.5pp | 776.27%-768.7pp | 550.52%-542.9pp |
| Employer contribution / active EE | $923 | $3,084-70.1% | $2,914-68.3% | $4,662-80.2% |
| Participant deferral / active EE | $801 | $4,645-82.8% | $4,321-81.5% | $6,690-88.0% |
| Admin fee / account holder | $220 | $8,414-97.4% | $7,384-97.0% | $13,400-98.4% |