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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 | $88,754-84.8% | $81,820-83.5% | $145,877-90.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 6.82% | 1031.77%-1024.9pp | 777.93%-771.1pp | 551.28%-544.5pp |
| Employer contribution / active EE | $2,506 | $3,085-18.8% | $2,915-14.0% | $4,663-46.3% |
| Participant deferral / active EE | $2,506 | $4,648-46.1% | $4,323-42.0% | $6,691-62.5% |
| Admin fee / account holder | $177 | $8,424-97.9% | $7,391-97.6% | $13,402-98.7% |