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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 | $14,240 | $57,330-75.2% | $86,656-83.6% | $75,177-81.1% |
| Participation rate | 97.7% | 63.2%+34.5pp | 71.7%+26.0pp | 67.2%+30.5pp |
| Annual return | 11.45% | 2675.40%-2664.0pp | 593.09%-581.6pp | 160.75%-149.3pp |
| Employer contribution / active EE | $5,268 | $2,316+127.4% | $3,025+74.1% | $2,671+97.2% |
| Participant deferral / active EE | $3,491 | $3,320+5.1% | $4,439-21.4% | $4,126-15.4% |
| Admin fee / account holder | $214 | $4,115-94.8% | $5,619-96.2% | $5,651-96.2% |