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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 | $7,166 | $88,815-91.9% | $81,882-91.2% | $145,897-95.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 6.55% | 1033.75%-1027.2pp | 779.47%-772.9pp | 552.29%-545.7pp |
| Employer contribution / active EE | $658 | $3,086-78.7% | $2,916-77.4% | $4,663-85.9% |
| Participant deferral / active EE | $884 | $4,647-81.0% | $4,323-79.5% | $6,689-86.8% |
| Admin fee / account holder | $144 | $8,434-98.3% | $7,360-98.0% | $13,390-98.9% |