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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 | $10,422 | $90,489-88.5% | $76,051-86.3% | $145,978-92.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 4.99% | 622.78%-617.8pp | 360.42%-355.4pp | 550.52%-545.5pp |
| Employer contribution / active EE | $1,665 | $3,319-49.8% | $2,690-38.1% | $4,662-64.3% |
| Participant deferral / active EE | $2,633 | $5,164-49.0% | $4,257-38.2% | $6,690-60.6% |
| Admin fee / account holder | $142 | $8,374-98.3% | $6,416-97.8% | $13,400-98.9% |