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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 | $22,256 | $125,778-82.3% | $114,563-80.6% | $154,746-85.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.9%+27.1pp | 80.7%+19.3pp |
| Annual return | 1.86% | 295.14%-293.3pp | 241.09%-239.2pp | 172.34%-170.5pp |
| Employer contribution / active EE | $981 | $2,806-65.0% | $2,592-62.1% | $4,379-77.6% |
| Participant deferral / active EE | $3,202 | $4,445-28.0% | $4,142-22.7% | $6,730-52.4% |
| Admin fee / account holder | $23 | $8,190-99.7% | $7,623-99.7% | $14,365-99.8% |