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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 | $2,411 | $72,071-96.7% | $68,368-96.5% | $137,256-98.2% |
| Participation rate | 85.7% | 76.2%+9.5pp | 73.8%+12.0pp | 80.0%+5.8pp |
| Annual return | 11.05% | 353.14%-342.1pp | 292.57%-281.5pp | 220.34%-209.3pp |
| Employer contribution / active EE | $744 | $2,788-73.3% | $2,649-71.9% | $4,156-82.1% |
| Participant deferral / active EE | $1,304 | $4,410-70.4% | $4,123-68.4% | $6,407-79.6% |
| Admin fee / account holder | $69 | $5,336-98.7% | $5,150-98.7% | $12,270-99.4% |