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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 | $16,122 | $88,778-81.8% | $81,844-80.3% | $145,884-88.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 0.99% | 1033.03%-1032.0pp | 778.87%-777.9pp | 551.85%-550.9pp |
| Employer contribution / active EE | $3,099 | $3,087+0.4% | $2,916+6.3% | $4,662-33.5% |
| Participant deferral / active EE | $1,250 | $4,648-73.1% | $4,323-71.1% | $6,690-81.3% |
| Admin fee / account holder | $0 | $8,430-100.0% | $7,355-100.0% | $13,392-100.0% |