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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 | $25,094 | $176,688-85.8% | $130,660-80.8% | $152,909-83.6% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.5%+17.5pp |
| Annual return | 4.24% | 2693.08%-2688.8pp | 1709.29%-1705.1pp | 345.46%-341.2pp |
| Employer contribution / active EE | $383 | $5,743-93.3% | $4,092-90.6% | $4,764-92.0% |
| Participant deferral / active EE | $4,234 | $4,362-2.9% | $3,603+17.5% | $5,851-27.6% |
| Admin fee / account holder | $32 | $7,131-99.6% | $5,463-99.4% | $11,601-99.7% |