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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 | $34,619 | $150,447-77.0% | $136,298-74.6% | $147,586-76.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 7.14% | 1049.15%-1042.0pp | 5156.27%-5149.1pp | 578.59%-571.5pp |
| Employer contribution / active EE | $2,422 | $5,256-53.9% | $4,696-48.4% | $4,876-50.3% |
| Participant deferral / active EE | $6,588 | $6,631-0.6% | $6,247+5.5% | $5,439+21.1% |
| Admin fee / account holder | $65 | $10,906-99.4% | $9,244-99.3% | $10,886-99.4% |