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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 | $3,359 | $88,702-96.2% | $81,780-95.9% | $145,978-97.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 3.13% | 1029.12%-1026.0pp | 776.27%-773.1pp | 550.52%-547.4pp |
| Employer contribution / active EE | $1,251 | $3,084-59.5% | $2,914-57.1% | $4,662-73.2% |
| Participant deferral / active EE | $0 | $4,645-100.0% | $4,321-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $8,414-100.0% | $7,384-100.0% | $13,400-100.0% |