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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 | $18,944 | $72,071-73.7% | $68,368-72.3% | $137,256-86.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 11.94% | 353.14%-341.2pp | 292.57%-280.6pp | 220.34%-208.4pp |
| Employer contribution / active EE | $2,018 | $2,788-27.6% | $2,649-23.8% | $4,156-51.4% |
| Participant deferral / active EE | $1,904 | $4,410-56.8% | $4,123-53.8% | $6,407-70.3% |
| Admin fee / account holder | $25 | $5,336-99.5% | $5,150-99.5% | $12,270-99.8% |