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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 | $20,818 | $124,175-83.2% | $108,405-80.8% | $167,553-87.6% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 6.50% | 1380.13%-1373.6pp | 905.55%-899.0pp | 478.89%-472.4pp |
| Employer contribution / active EE | $3,052 | $4,188-27.1% | $3,559-14.2% | $4,840-36.9% |
| Participant deferral / active EE | $0 | $6,908-100.0% | $6,563-100.0% | $6,343-100.0% |
| Admin fee / account holder | $147 | $9,457-98.4% | $7,297-98.0% | $12,316-98.8% |