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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 | $19,619 | $99,031-80.2% | $86,597-77.3% | $147,585-86.7% |
| Participation rate | 93.8% | 76.3%+17.4pp | 73.5%+20.2pp | 82.8%+10.9pp |
| Annual return | 4.32% | 1312.56%-1308.2pp | 964.96%-960.6pp | 578.57%-574.3pp |
| Employer contribution / active EE | $7,958 | $3,132+154.1% | $2,840+180.3% | $4,876+63.2% |
| Participant deferral / active EE | $3,544 | $3,972-10.8% | $3,609-1.8% | $5,439-34.8% |
| Admin fee / account holder | $250 | $5,711-95.6% | $4,906-94.9% | $10,885-97.7% |