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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 | $33,135 | $88,754-62.7% | $81,820-59.5% | $145,877-77.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 6.13% | 1031.77%-1025.6pp | 777.93%-771.8pp | 551.28%-545.2pp |
| Employer contribution / active EE | $2,071 | $3,085-32.9% | $2,915-28.9% | $4,663-55.6% |
| Participant deferral / active EE | $3,999 | $4,648-13.9% | $4,323-7.5% | $6,691-40.2% |
| Admin fee / account holder | $0 | $8,424-100.0% | $7,391-100.0% | $13,402-100.0% |