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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 | $47,633 | $88,778-46.3% | $81,844-41.8% | $145,884-67.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 8.88% | 1033.03%-1024.2pp | 778.87%-770.0pp | 551.85%-543.0pp |
| Employer contribution / active EE | $811 | $3,087-73.7% | $2,916-72.2% | $4,662-82.6% |
| Participant deferral / active EE | $1,955 | $4,648-58.0% | $4,323-54.8% | $6,690-70.8% |
| Admin fee / account holder | $0 | $8,430-100.0% | $7,355-100.0% | $13,392-100.0% |