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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 | $32,420 | $124,175-73.9% | $108,405-70.1% | $167,536-80.6% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 3.01% | 1380.13%-1377.1pp | 905.55%-902.5pp | 478.82%-475.8pp |
| Employer contribution / active EE | $14,466 | $4,188+245.5% | $3,559+306.5% | $4,839+198.9% |
| Participant deferral / active EE | $5,200 | $6,908-24.7% | $6,563-20.8% | $6,342-18.0% |
| Admin fee / account holder | $107 | $9,457-98.9% | $7,297-98.5% | $12,315-99.1% |