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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 | $13,120 | $88,815-85.2% | $81,882-84.0% | $145,897-91.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 7.88% | 1033.75%-1025.9pp | 779.47%-771.6pp | 552.29%-544.4pp |
| Employer contribution / active EE | $1,995 | $3,086-35.4% | $2,916-31.6% | $4,663-57.2% |
| Participant deferral / active EE | $1,995 | $4,647-57.1% | $4,323-53.9% | $6,689-70.2% |
| Admin fee / account holder | $104 | $8,434-98.8% | $7,360-98.6% | $13,390-99.2% |