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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 | $11,234 | $88,815-87.4% | $81,882-86.3% | $145,897-92.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 8.49% | 1033.75%-1025.3pp | 779.47%-771.0pp | 552.29%-543.8pp |
| Employer contribution / active EE | $411 | $3,086-86.7% | $2,916-85.9% | $4,663-91.2% |
| Participant deferral / active EE | $1,074 | $4,647-76.9% | $4,323-75.2% | $6,689-84.0% |
| Admin fee / account holder | $227 | $8,434-97.3% | $7,360-96.9% | $13,390-98.3% |