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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 | $29,322 | $100,938-71.0% | $90,461-67.6% | $158,982-81.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 2.19% | 1727.20%-1725.0pp | 1294.76%-1292.6pp | 302.99%-300.8pp |
| Employer contribution / active EE | $1,302 | $3,691-64.7% | $3,264-60.1% | $4,763-72.7% |
| Participant deferral / active EE | $774 | $4,350-82.2% | $3,964-80.5% | $5,983-87.1% |
| Admin fee / account holder | $0 | $6,510-100.0% | $5,617-100.0% | $11,252-100.0% |