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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 | $31,393 | $72,071-56.4% | $68,368-54.1% | $137,256-77.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 5.48% | 353.14%-347.7pp | 292.57%-287.1pp | 220.34%-214.9pp |
| Employer contribution / active EE | $1,849 | $2,788-33.7% | $2,649-30.2% | $4,156-55.5% |
| Participant deferral / active EE | $5,984 | $4,410+35.7% | $4,123+45.2% | $6,407-6.6% |
| Admin fee / account holder | $29 | $5,336-99.5% | $5,150-99.4% | $12,270-99.8% |