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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 | $18,723 | $99,011-81.1% | $86,582-78.4% | $147,586-87.3% |
| Participation rate | 91.7% | 76.3%+15.3pp | 73.5%+18.1pp | 82.8%+8.8pp |
| Annual return | 2.56% | 1312.75%-1310.2pp | 965.08%-962.5pp | 578.59%-576.0pp |
| Employer contribution / active EE | $700 | $3,132-77.6% | $2,839-75.3% | $4,876-85.6% |
| Participant deferral / active EE | $1,439 | $3,972-63.8% | $3,609-60.1% | $5,439-73.5% |
| Admin fee / account holder | $104 | $5,709-98.2% | $4,904-97.9% | $10,886-99.0% |