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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 | $23,510 | $88,815-73.5% | $81,882-71.3% | $145,897-83.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 1.63% | 1033.75%-1032.1pp | 779.47%-777.8pp | 552.29%-550.7pp |
| Employer contribution / active EE | $1,628 | $3,086-47.2% | $2,916-44.2% | $4,663-65.1% |
| Participant deferral / active EE | $5,222 | $4,647+12.4% | $4,323+20.8% | $6,689-21.9% |
| Admin fee / account holder | $82 | $8,434-99.0% | $7,360-98.9% | $13,390-99.4% |