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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 | $9,704 | $110,039-91.2% | $97,260-90.0% | $145,884-93.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 7.15% | 244.44%-237.3pp | 75.54%-68.4pp | 551.85%-544.7pp |
| Employer contribution / active EE | $1,329 | $3,074-56.8% | $2,721-51.1% | $4,662-71.5% |
| Participant deferral / active EE | $3,774 | $4,674-19.3% | $4,262-11.4% | $6,690-43.6% |
| Admin fee / account holder | $129 | $6,204-97.9% | $5,640-97.7% | $13,392-99.0% |