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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 | $20,360 | $81,763-75.1% | $58,561-65.2% | $139,466-85.4% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 6.98% | 7427.77%-7420.8pp | 4251.33%-4244.3pp | 373.66%-366.7pp |
| Employer contribution / active EE | $10,115 | $1,398+623.4% | $1,053+860.1% | $4,754+112.8% |
| Participant deferral / active EE | $5,958 | $2,555+133.2% | $1,923+209.8% | $6,712-11.2% |
| Admin fee / account holder | $4 | $3,273-99.9% | $2,520-99.8% | $11,409-100.0% |