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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 | $35,231 | $100,911-65.1% | $90,440-61.0% | $158,966-77.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 4.84% | 1726.62%-1721.8pp | 1294.38%-1289.5pp | 302.95%-298.1pp |
| Employer contribution / active EE | $3,457 | $3,690-6.3% | $3,263+6.0% | $4,762-27.4% |
| Participant deferral / active EE | $4,731 | $4,348+8.8% | $3,964+19.4% | $5,983-20.9% |
| Admin fee / account holder | $145 | $6,507-97.8% | $5,615-97.4% | $11,250-98.7% |