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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 | $12,560 | $99,011-87.3% | $86,582-85.5% | $147,586-91.5% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 6.82% | 1312.75%-1305.9pp | 965.08%-958.3pp | 578.59%-571.8pp |
| Employer contribution / active EE | $1,314 | $3,132-58.0% | $2,839-53.7% | $4,876-73.1% |
| Participant deferral / active EE | $3,096 | $3,972-22.1% | $3,609-14.2% | $5,439-43.1% |
| Admin fee / account holder | $153 | $5,709-97.3% | $4,904-96.9% | $10,886-98.6% |