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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 | $36,559 | $198,461-81.6% | $170,436-78.5% | $147,585-75.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 3.62% | 257.30%-253.7pp | 205.94%-202.3pp | 578.57%-575.0pp |
| Employer contribution / active EE | $1,835 | $6,184-70.3% | $5,433-66.2% | $4,876-62.4% |
| Participant deferral / active EE | $5,000 | $5,629-11.2% | $4,939+1.2% | $5,439-8.1% |
| Admin fee / account holder | $15 | $16,852-99.9% | $13,880-99.9% | $10,885-99.9% |