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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 | $53,862 | $88,778-39.3% | $81,844-34.2% | $145,884-63.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 8.71% | 1033.03%-1024.3pp | 778.87%-770.2pp | 551.85%-543.1pp |
| Employer contribution / active EE | $2,395 | $3,087-22.4% | $2,916-17.9% | $4,662-48.6% |
| Participant deferral / active EE | $2,395 | $4,648-48.5% | $4,323-44.6% | $6,690-64.2% |
| Admin fee / account holder | $0 | $8,430-100.0% | $7,355-100.0% | $13,392-100.0% |