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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 | $7,418 | $34,316-78.4% | $74,722-90.1% | $72,975-89.8% |
| Participation rate | 100.0% | 42.4%+57.6pp | 54.5%+45.5pp | 69.5%+30.5pp |
| Annual return | 13.38% | 26.58%-13.2pp | 753.11%-739.7pp | 81.01%-67.6pp |
| Employer contribution / active EE | $3,069 | $692+343.6% | $1,084+183.1% | $2,440+25.8% |
| Participant deferral / active EE | $1,575 | $1,272+23.9% | $1,963-19.8% | $3,608-56.3% |
| Admin fee / account holder | $105 | $2,125-95.0% | $3,335-96.8% | $5,124-97.9% |