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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 | $26,203 | $88,778-70.5% | $81,844-68.0% | $145,884-82.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 9.10% | 1033.03%-1023.9pp | 778.87%-769.8pp | 551.85%-542.7pp |
| Employer contribution / active EE | $3,056 | $3,087-1.0% | $2,916+4.8% | $4,662-34.5% |
| Participant deferral / active EE | $4,841 | $4,648+4.1% | $4,323+12.0% | $6,690-27.6% |
| Admin fee / account holder | $165 | $8,430-98.0% | $7,355-97.8% | $13,392-98.8% |