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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 | $4,635 | $76,608-94.0% | $56,077-91.7% | $145,877-96.8% |
| Participation rate | 72.7% | 63.2%+9.5pp | 52.5%+20.2pp | 80.3%-7.6pp |
| Annual return | 4.99% | 3009.59%-3004.6pp | 1709.28%-1704.3pp | 551.28%-546.3pp |
| Employer contribution / active EE | $1,150 | $1,382-16.7% | $1,040+10.6% | $4,663-75.3% |
| Participant deferral / active EE | $1,920 | $2,624-26.8% | $1,954-1.7% | $6,691-71.3% |
| Admin fee / account holder | $69 | $3,325-97.9% | $2,825-97.5% | $13,402-99.5% |