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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 | $4,189 | $88,702-95.3% | $81,780-94.9% | $145,978-97.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 8.30% | 1029.12%-1020.8pp | 776.27%-768.0pp | 550.52%-542.2pp |
| Employer contribution / active EE | $1,845 | $3,084-40.2% | $2,914-36.7% | $4,662-60.4% |
| Participant deferral / active EE | $1,845 | $4,645-60.3% | $4,321-57.3% | $6,690-72.4% |
| Admin fee / account holder | $158 | $8,414-98.1% | $7,384-97.9% | $13,400-98.8% |