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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 | $100,895-45.1% | $90,430-38.8% | $158,950-65.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 5.07% | 1725.54%-1720.5pp | 1293.73%-1288.7pp | 302.91%-297.8pp |
| Employer contribution / active EE | $2,893 | $3,689-21.6% | $3,262-11.3% | $4,762-39.2% |
| Participant deferral / active EE | $1,241 | $4,347-71.4% | $3,963-68.7% | $5,983-79.3% |
| Admin fee / account holder | $125 | $6,505-98.1% | $5,613-97.8% | $11,248-98.9% |