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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 | $27,456 | $99,011-72.3% | $86,582-68.3% | $147,586-81.4% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 1.54% | 1312.75%-1311.2pp | 965.08%-963.5pp | 578.59%-577.0pp |
| Employer contribution / active EE | $16,883 | $3,132+439.0% | $2,839+494.6% | $4,876+246.2% |
| Participant deferral / active EE | $9,600 | $3,972+141.7% | $3,609+166.0% | $5,439+76.5% |
| Admin fee / account holder | $71 | $5,709-98.8% | $4,904-98.6% | $10,886-99.3% |