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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 | $18,998 | $88,815-78.6% | $81,882-76.8% | $145,897-87.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 8.65% | 1033.75%-1025.1pp | 779.47%-770.8pp | 552.29%-543.6pp |
| Employer contribution / active EE | $1,726 | $3,086-44.1% | $2,916-40.8% | $4,663-63.0% |
| Participant deferral / active EE | $8,114 | $4,647+74.6% | $4,323+87.7% | $6,689+21.3% |
| Admin fee / account holder | $215 | $8,434-97.4% | $7,360-97.1% | $13,390-98.4% |