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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 | $16,219 | $104,937-84.5% | $84,628-80.8% | $152,897-89.4% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 3.13% | 373.88%-370.7pp | 258.80%-255.7pp | 345.43%-342.3pp |
| Employer contribution / active EE | $1,128 | $3,303-65.8% | $2,653-57.5% | $4,764-76.3% |
| Participant deferral / active EE | $1,265 | $4,690-73.0% | $3,900-67.6% | $5,851-78.4% |
| Admin fee / account holder | $15 | $6,243-99.8% | $4,914-99.7% | $11,599-99.9% |