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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 | $10,020 | $109,872-90.9% | $98,483-89.8% | $167,536-94.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 1.78% | 1959.31%-1957.5pp | 1494.38%-1492.6pp | 478.82%-477.0pp |
| Employer contribution / active EE | $2,002 | $3,225-37.9% | $2,961-32.4% | $4,839-58.6% |
| Participant deferral / active EE | $3,250 | $4,673-30.5% | $4,276-24.0% | $6,342-48.8% |
| Admin fee / account holder | $0 | $6,757-100.0% | $5,953-100.0% | $12,315-100.0% |