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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 | $28,832 | $104,953-72.5% | $84,637-65.9% | $152,909-81.1% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 1.64% | 373.94%-372.3pp | 258.82%-257.2pp | 345.46%-343.8pp |
| Employer contribution / active EE | $3,246 | $3,304-1.7% | $2,653+22.3% | $4,764-31.9% |
| Participant deferral / active EE | $0 | $4,691-100.0% | $3,900-100.0% | $5,851-100.0% |
| Admin fee / account holder | $138 | $6,244-97.8% | $4,914-97.2% | $11,601-98.8% |