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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 | $13,798 | $99,011-86.1% | $86,582-84.1% | $147,586-90.7% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 7.78% | 1312.75%-1305.0pp | 965.08%-957.3pp | 578.59%-570.8pp |
| Employer contribution / active EE | $1,047 | $3,132-66.6% | $2,839-63.1% | $4,876-78.5% |
| Participant deferral / active EE | $8,230 | $3,972+107.2% | $3,609+128.1% | $5,439+51.3% |
| Admin fee / account holder | $37 | $5,709-99.4% | $4,904-99.3% | $10,886-99.7% |