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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 | $47,699 | $202,345-76.4% | $172,755-72.4% | $152,885-68.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 7.24% | 1029.77%-1022.5pp | 802.94%-795.7pp | 345.39%-338.2pp |
| Employer contribution / active EE | $1,531 | $5,858-73.9% | $5,144-70.2% | $4,763-67.9% |
| Participant deferral / active EE | $7,600 | $5,948+27.8% | $5,198+46.2% | $5,851+29.9% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,598-100.0% |