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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 | $32,864 | $96,388-65.9% | $80,627-59.2% | $139,466-76.4% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 6.76% | 1352.08%-1345.3pp | 936.76%-930.0pp | 373.66%-366.9pp |
| Employer contribution / active EE | $1,028 | $3,260-68.5% | $2,723-62.2% | $4,754-78.4% |
| Participant deferral / active EE | $7,856 | $5,224+50.4% | $4,443+76.8% | $6,712+17.1% |
| Admin fee / account holder | $42 | $6,603-99.4% | $5,381-99.2% | $11,409-99.6% |