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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 | $107,941-84.1% | $91,994-81.3% | $152,909-88.8% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 7.62% | 89.28%-81.7pp | 69.04%-61.4pp | 345.46%-337.8pp |
| Employer contribution / active EE | $3,342 | $4,212-20.6% | $3,453-3.2% | $4,764-29.8% |
| Participant deferral / active EE | $2,903 | $6,366-54.4% | $5,924-51.0% | $5,851-50.4% |
| Admin fee / account holder | $14 | $10,521-99.9% | $7,744-99.8% | $11,601-99.9% |