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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 | $38,364 | $109,863-65.1% | $98,477-61.0% | $167,518-77.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 9.06% | 1958.09%-1949.0pp | 1493.59%-1484.5pp | 478.71%-469.7pp |
| Employer contribution / active EE | $1,719 | $3,225-46.7% | $2,961-41.9% | $4,838-64.5% |
| Participant deferral / active EE | $8,945 | $4,673+91.4% | $4,276+109.2% | $6,342+41.0% |
| Admin fee / account holder | $20 | $6,755-99.7% | $5,951-99.7% | $12,312-99.8% |