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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 | $22,011 | $100,911-78.2% | $90,440-75.7% | $158,966-86.2% |
| Participation rate | 87.5% | 75.0%+12.5pp | 72.7%+14.8pp | 82.0%+5.5pp |
| Annual return | 2.36% | 1726.62%-1724.3pp | 1294.38%-1292.0pp | 302.95%-300.6pp |
| Employer contribution / active EE | $688 | $3,690-81.4% | $3,263-78.9% | $4,762-85.6% |
| Participant deferral / active EE | $976 | $4,348-77.6% | $3,964-75.4% | $5,983-83.7% |
| Admin fee / account holder | $126 | $6,507-98.1% | $5,615-97.8% | $11,250-98.9% |