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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 | $63,459 | $155,840-59.3% | $124,694-49.1% | $167,553-62.1% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 7.23% | 17.98%-10.8pp | 5144.82%-5137.6pp | 478.89%-471.7pp |
| Employer contribution / active EE | $1,816 | $4,165-56.4% | $3,325-45.4% | $4,840-62.5% |
| Participant deferral / active EE | $3,170 | $5,675-44.1% | $4,615-31.3% | $6,343-50.0% |
| Admin fee / account holder | -$103 | $9,536-101.1% | $7,495-101.4% | $12,316-100.8% |