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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 | $102,595-69.4% | $94,057-66.6% | $154,746-79.7% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 5.48% | 583.42%-577.9pp | 480.62%-475.1pp | 172.34%-166.9pp |
| Employer contribution / active EE | $1,849 | $3,147-41.3% | $2,933-37.0% | $4,379-57.8% |
| Participant deferral / active EE | $5,984 | $5,118+16.9% | $4,709+27.1% | $6,730-11.1% |
| Admin fee / account holder | $29 | $7,736-99.6% | $7,244-99.6% | $14,365-99.8% |