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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 | $40,099 | $88,815-54.9% | $81,882-51.0% | $145,897-72.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 8.06% | 1033.75%-1025.7pp | 779.47%-771.4pp | 552.29%-544.2pp |
| Employer contribution / active EE | $2,500 | $3,086-19.0% | $2,916-14.3% | $4,663-46.4% |
| Participant deferral / active EE | $0 | $4,647-100.0% | $4,323-100.0% | $6,689-100.0% |
| Admin fee / account holder | $108 | $8,434-98.7% | $7,360-98.5% | $13,390-99.2% |