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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 | $14,592 | $99,011-85.3% | $86,582-83.1% | $147,586-90.1% |
| Participation rate | 93.3% | 76.3%+17.0pp | 73.5%+19.8pp | 82.8%+10.5pp |
| Annual return | 8.67% | 1312.75%-1304.1pp | 965.08%-956.4pp | 578.59%-569.9pp |
| Employer contribution / active EE | $769 | $3,132-75.5% | $2,839-72.9% | $4,876-84.2% |
| Participant deferral / active EE | $1,536 | $3,972-61.3% | $3,609-57.4% | $5,439-71.8% |
| Admin fee / account holder | $10 | $5,709-99.8% | $4,904-99.8% | $10,886-99.9% |