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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 | $79,543 | $76,608+3.8% | $56,077+41.8% | $145,877-45.5% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 2.82% | 3009.59%-3006.8pp | 1709.28%-1706.5pp | 551.28%-548.5pp |
| Employer contribution / active EE | $569 | $1,382-58.8% | $1,040-45.3% | $4,663-87.8% |
| Participant deferral / active EE | $1,763 | $2,624-32.8% | $1,954-9.8% | $6,691-73.6% |
| Admin fee / account holder | $300 | $3,325-91.0% | $2,825-89.4% | $13,402-97.8% |