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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 | $10,069 | $100,938-90.0% | $90,461-88.9% | $158,982-93.7% |
| Participation rate | 75.0% | 75.0%0pp | 72.7%+2.3pp | 82.0%-7.0pp |
| Annual return | 0.33% | 1727.20%-1726.9pp | 1294.76%-1294.4pp | 302.99%-302.7pp |
| Employer contribution / active EE | $867 | $3,691-76.5% | $3,264-73.4% | $4,763-81.8% |
| Participant deferral / active EE | $1,872 | $4,350-57.0% | $3,964-52.8% | $5,983-68.7% |
| Admin fee / account holder | $80 | $6,510-98.8% | $5,617-98.6% | $11,252-99.3% |