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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 | $24,980 | $88,815-71.9% | $81,882-69.5% | $145,897-82.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 5.96% | 1033.75%-1027.8pp | 779.47%-773.5pp | 552.29%-546.3pp |
| Employer contribution / active EE | $2,959 | $3,086-4.1% | $2,916+1.5% | $4,663-36.5% |
| Participant deferral / active EE | $3,056 | $4,647-34.2% | $4,323-29.3% | $6,689-54.3% |
| Admin fee / account holder | $10 | $8,434-99.9% | $7,360-99.9% | $13,390-99.9% |