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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 | $16,087 | $99,009-83.8% | $86,581-81.4% | $147,585-89.1% |
| Participation rate | 83.3% | 76.3%+7.0pp | 73.5%+9.8pp | 82.8%+0.5pp |
| Annual return | 7.63% | 1312.70%-1305.1pp | 965.06%-957.4pp | 578.58%-571.0pp |
| Employer contribution / active EE | $7,784 | $3,132+148.5% | $2,840+174.1% | $4,876+59.6% |
| Participant deferral / active EE | $4,307 | $3,972+8.4% | $3,609+19.4% | $5,439-20.8% |
| Admin fee / account holder | $66 | $5,709-98.9% | $4,904-98.7% | $10,886-99.4% |