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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 | $14,222 | $99,031-85.6% | $86,597-83.6% | $147,585-90.4% |
| Participation rate | 85.7% | 76.3%+9.4pp | 73.5%+12.2pp | 82.8%+2.9pp |
| Annual return | 8.27% | 1312.56%-1304.3pp | 964.96%-956.7pp | 578.57%-570.3pp |
| Employer contribution / active EE | $2,196 | $3,132-29.9% | $2,840-22.6% | $4,876-55.0% |
| Participant deferral / active EE | $4,665 | $3,972+17.4% | $3,609+29.3% | $5,439-14.2% |
| Admin fee / account holder | $114 | $5,711-98.0% | $4,906-97.7% | $10,885-99.0% |