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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 | $27,091 | $111,830-75.8% | $93,696-71.1% | $145,884-81.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 6.97% | 204.08%-197.1pp | 133.74%-126.8pp | 551.85%-544.9pp |
| Employer contribution / active EE | $2,572 | $3,093-16.8% | $2,422+6.2% | $4,662-44.8% |
| Participant deferral / active EE | $1,551 | $4,920-68.5% | $4,417-64.9% | $6,690-76.8% |
| Admin fee / account holder | $6 | $10,249-99.9% | $8,287-99.9% | $13,392-100.0% |