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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 | $50,441 | $96,419-47.7% | $80,648-37.5% | $139,487-63.8% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 5.16% | 1352.86%-1347.7pp | 937.21%-932.1pp | 373.84%-368.7pp |
| Employer contribution / active EE | $22,041 | $3,261+575.9% | $2,724+709.3% | $4,755+363.6% |
| Participant deferral / active EE | $1,904 | $5,225-63.6% | $4,443-57.1% | $6,713-71.6% |
| Admin fee / account holder | $268 | $6,605-95.9% | $5,382-95.0% | $11,407-97.7% |