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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 | $14,668 | $99,009-85.2% | $86,581-83.1% | $147,585-90.1% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 4.65% | 1312.70%-1308.1pp | 965.06%-960.4pp | 578.58%-573.9pp |
| Employer contribution / active EE | $4,683 | $3,132+49.5% | $2,840+64.9% | $4,876-4.0% |
| Participant deferral / active EE | $1,815 | $3,972-54.3% | $3,609-49.7% | $5,439-66.6% |
| Admin fee / account holder | $93 | $5,709-98.4% | $4,904-98.1% | $10,886-99.1% |