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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 | $56,916 | $104,907-45.7% | $84,610-32.7% | $152,870-62.8% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 3.51% | 373.79%-370.3pp | 258.74%-255.2pp | 345.34%-341.8pp |
| Employer contribution / active EE | $6,448 | $3,301+95.3% | $2,652+143.1% | $4,763+35.4% |
| Participant deferral / active EE | $12,636 | $4,688+169.5% | $3,899+224.1% | $5,850+116.0% |
| Admin fee / account holder | $20 | $6,241-99.7% | $4,912-99.6% | $11,597-99.8% |