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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 | $36,571 | $124,175-70.5% | $108,405-66.3% | $167,553-78.2% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 7.20% | 1380.13%-1372.9pp | 905.55%-898.3pp | 478.89%-471.7pp |
| Employer contribution / active EE | $16,156 | $4,188+285.8% | $3,559+354.0% | $4,840+233.8% |
| Participant deferral / active EE | $6,500 | $6,908-5.9% | $6,563-1.0% | $6,343+2.5% |
| Admin fee / account holder | $253 | $9,457-97.3% | $7,297-96.5% | $12,316-97.9% |