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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 | $64,900 | $88,815-26.9% | $81,882-20.7% | $145,897-55.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 8.92% | 1033.75%-1024.8pp | 779.47%-770.6pp | 552.29%-543.4pp |
| Employer contribution / active EE | $2,354 | $3,086-23.7% | $2,916-19.3% | $4,663-49.5% |
| Participant deferral / active EE | $17,790 | $4,647+282.8% | $4,323+311.5% | $6,689+165.9% |
| Admin fee / account holder | $300 | $8,434-96.4% | $7,360-95.9% | $13,390-97.8% |