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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 | $31,254 | $88,702-64.8% | $81,780-61.8% | $145,978-78.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 8.58% | 1029.12%-1020.5pp | 776.27%-767.7pp | 550.52%-541.9pp |
| Employer contribution / active EE | $5,693 | $3,084+84.6% | $2,914+95.4% | $4,662+22.1% |
| Participant deferral / active EE | $0 | $4,645-100.0% | $4,321-100.0% | $6,690-100.0% |
| Admin fee / account holder | $277 | $8,414-96.7% | $7,384-96.2% | $13,400-97.9% |