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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 | $23,118 | $96,691-76.1% | $86,656-73.3% | $139,487-83.4% |
| Participation rate | 80.0% | 74.4%+5.6pp | 71.7%+8.3pp | 80.3%-0.3pp |
| Annual return | 3.69% | 106.87%-103.2pp | 593.09%-589.4pp | 373.84%-370.2pp |
| Employer contribution / active EE | $1,823 | $3,267-44.2% | $3,025-39.8% | $4,755-61.7% |
| Participant deferral / active EE | $4,500 | $4,838-7.0% | $4,439+1.4% | $6,713-33.0% |
| Admin fee / account holder | $0 | $6,414-100.0% | $5,619-100.0% | $11,407-100.0% |