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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 | $14,587 | $85,171-82.9% | $172,753-91.6% | $72,976-80.0% |
| Participation rate | 97.1% | 70.1%+27.1pp | 82.6%+14.5pp | 69.5%+27.7pp |
| Annual return | 7.61% | 27.32%-19.7pp | 803.00%-795.4pp | 81.02%-73.4pp |
| Employer contribution / active EE | $712 | $3,324-78.6% | $5,144-86.2% | $2,440-70.8% |
| Participant deferral / active EE | $1,370 | $3,260-58.0% | $5,198-73.6% | $3,608-62.0% |
| Admin fee / account holder | $61 | $5,880-99.0% | $13,956-99.6% | $5,124-98.8% |