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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 | $13,527 | $88,815-84.8% | $81,882-83.5% | $145,897-90.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 6.82% | 1033.75%-1026.9pp | 779.47%-772.6pp | 552.29%-545.5pp |
| Employer contribution / active EE | $2,506 | $3,086-18.8% | $2,916-14.1% | $4,663-46.3% |
| Participant deferral / active EE | $2,506 | $4,647-46.1% | $4,323-42.0% | $6,689-62.5% |
| Admin fee / account holder | $177 | $8,434-97.9% | $7,360-97.6% | $13,390-98.7% |