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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 | $63,383 | $149,040-57.5% | $120,225-47.3% | $137,256-53.8% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 4.04% | 605.68%-601.6pp | 439.23%-435.2pp | 220.34%-216.3pp |
| Employer contribution / active EE | $855 | $4,350-80.3% | $3,475-75.4% | $4,156-79.4% |
| Participant deferral / active EE | $6,495 | $4,655+39.5% | $3,999+62.4% | $6,407+1.4% |
| Admin fee / account holder | $114 | $6,348-98.2% | $5,696-98.0% | $12,270-99.1% |