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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 | $59,836 | $88,778-32.6% | $81,844-26.9% | $145,884-59.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 1.20% | 1033.03%-1031.8pp | 778.87%-777.7pp | 551.85%-550.7pp |
| Employer contribution / active EE | $7,866 | $3,087+154.8% | $2,916+169.7% | $4,662+68.7% |
| Participant deferral / active EE | $6,805 | $4,648+46.4% | $4,323+57.4% | $6,690+1.7% |
| Admin fee / account holder | $29 | $8,430-99.7% | $7,355-99.6% | $13,392-99.8% |