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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 | $33,526 | $155,833-78.5% | $124,693-73.1% | $167,536-80.0% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 8.43% | 17.98%-9.5pp | 5144.19%-5135.8pp | 478.82%-470.4pp |
| Employer contribution / active EE | $10,850 | $4,164+160.5% | $3,324+226.4% | $4,839+124.2% |
| Participant deferral / active EE | $3,781 | $5,675-33.4% | $4,615-18.1% | $6,342-40.4% |
| Admin fee / account holder | $205 | $9,534-97.9% | $7,494-97.3% | $12,315-98.3% |