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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 | $12,626 | $72,446-82.6% | $67,561-81.3% | $145,877-91.3% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 7.44% | 7211.98%-7204.5pp | 3525.44%-3518.0pp | 551.28%-543.8pp |
| Employer contribution / active EE | $1,929 | $3,072-37.2% | $2,735-29.5% | $4,663-58.6% |
| Participant deferral / active EE | $2,879 | $4,785-39.8% | $4,003-28.1% | $6,691-57.0% |
| Admin fee / account holder | $261 | $5,541-95.3% | $4,006-93.5% | $13,402-98.0% |