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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 | $19,673 | $81,643-75.9% | $70,462-72.1% | $158,950-87.6% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 3.80% | 208.51%-204.7pp | 109.08%-105.3pp | 302.91%-299.1pp |
| Employer contribution / active EE | $3,890 | $3,218+20.9% | $2,737+42.1% | $4,762-18.3% |
| Participant deferral / active EE | $3,871 | $4,555-15.0% | $3,710+4.3% | $5,983-35.3% |
| Admin fee / account holder | $192 | $6,194-96.9% | $3,845-95.0% | $11,248-98.3% |