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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 | $33,845 | $88,778-61.9% | $81,844-58.6% | $145,884-76.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 5.12% | 1033.03%-1027.9pp | 778.87%-773.7pp | 551.85%-546.7pp |
| Employer contribution / active EE | $2,357 | $3,087-23.7% | $2,916-19.2% | $4,662-49.5% |
| Participant deferral / active EE | $4,965 | $4,648+6.8% | $4,323+14.8% | $6,690-25.8% |
| Admin fee / account holder | $38 | $8,430-99.5% | $7,355-99.5% | $13,392-99.7% |