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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 | $13,666 | $70,366-80.6% | $66,674-79.5% | $138,895-90.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 11.89% | 386.41%-374.5pp | 321.24%-309.4pp | 145.39%-133.5pp |
| Employer contribution / active EE | $545 | $2,765-80.3% | $2,620-79.2% | $4,194-87.0% |
| Participant deferral / active EE | $3,894 | $4,374-11.0% | $4,084-4.7% | $6,396-39.1% |
| Admin fee / account holder | $95 | $5,262-98.2% | $5,098-98.1% | $12,562-99.2% |