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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 | $17,184 | $107,934-84.1% | $91,989-81.3% | $152,870-88.8% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 7.62% | 89.25%-81.6pp | 69.02%-61.4pp | 345.34%-337.7pp |
| Employer contribution / active EE | $3,342 | $4,210-20.6% | $3,452-3.2% | $4,763-29.8% |
| Participant deferral / active EE | $2,903 | $6,364-54.4% | $5,923-51.0% | $5,850-50.4% |
| Admin fee / account holder | $14 | $10,520-99.9% | $7,743-99.8% | $11,597-99.9% |