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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 | $32,343 | $202,342-84.0% | $172,752-81.3% | $152,897-78.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 1.52% | 1029.83%-1028.3pp | 802.97%-801.4pp | 345.43%-343.9pp |
| Employer contribution / active EE | $2,051 | $5,858-65.0% | $5,144-60.1% | $4,764-56.9% |
| Participant deferral / active EE | $2,777 | $5,948-53.3% | $5,198-46.6% | $5,851-52.5% |
| Admin fee / account holder | $127 | $17,111-99.3% | $13,955-99.1% | $11,599-98.9% |