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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 | $88,778-73.5% | $81,844-71.3% | $145,884-83.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 1.63% | 1033.03%-1031.4pp | 778.87%-777.2pp | 551.85%-550.2pp |
| Employer contribution / active EE | $1,628 | $3,087-47.3% | $2,916-44.2% | $4,662-65.1% |
| Participant deferral / active EE | $5,222 | $4,648+12.3% | $4,323+20.8% | $6,690-21.9% |
| Admin fee / account holder | $82 | $8,430-99.0% | $7,355-98.9% | $13,392-99.4% |