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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 | $21,394 | $169,361-87.4% | $129,397-83.5% | $145,877-85.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 4.85% | 14395.54%-14390.7pp | 9453.98%-9449.1pp | 551.28%-546.4pp |
| Employer contribution / active EE | $1,913 | $5,542-65.5% | $4,154-54.0% | $4,663-59.0% |
| Participant deferral / active EE | $3,677 | $4,987-26.3% | $4,167-11.8% | $6,691-45.0% |
| Admin fee / account holder | $8 | $9,903-99.9% | $7,679-99.9% | $13,402-99.9% |