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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 | $55,386 | $100,938-45.1% | $90,461-38.8% | $158,982-65.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 5.07% | 1727.20%-1722.1pp | 1294.76%-1289.7pp | 302.99%-297.9pp |
| Employer contribution / active EE | $2,893 | $3,691-21.6% | $3,264-11.3% | $4,763-39.2% |
| Participant deferral / active EE | $1,241 | $4,350-71.5% | $3,964-68.7% | $5,983-79.3% |
| Admin fee / account holder | $125 | $6,510-98.1% | $5,617-97.8% | $11,252-98.9% |