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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 | $1,800 | $67,823-97.3% | $52,425-96.6% | $137,256-98.7% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | 4.62% | 219.11%-214.5pp | 302.12%-297.5pp | 220.34%-215.7pp |
| Employer contribution / active EE | $1,031 | $1,163-11.4% | $914+12.7% | $4,156-75.2% |
| Participant deferral / active EE | $1,207 | $2,288-47.3% | $1,790-32.6% | $6,407-81.2% |
| Admin fee / account holder | $244 | $2,844-91.4% | $2,495-90.2% | $12,270-98.0% |