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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 | $8,343 | $88,754-90.6% | $81,820-89.8% | $145,877-94.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 9.42% | 1031.77%-1022.3pp | 777.93%-768.5pp | 551.28%-541.9pp |
| Employer contribution / active EE | $1,238 | $3,085-59.9% | $2,915-57.5% | $4,663-73.5% |
| Participant deferral / active EE | $2,081 | $4,648-55.2% | $4,323-51.9% | $6,691-68.9% |
| Admin fee / account holder | $103 | $8,424-98.8% | $7,391-98.6% | $13,402-99.2% |