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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 | $22,489 | $104,924-78.6% | $84,623-73.4% | $152,885-85.3% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 6.91% | 373.82%-366.9pp | 258.77%-251.9pp | 345.39%-338.5pp |
| Employer contribution / active EE | $1,057 | $3,302-68.0% | $2,652-60.2% | $4,763-77.8% |
| Participant deferral / active EE | $1,813 | $4,689-61.3% | $3,899-53.5% | $5,851-69.0% |
| Admin fee / account holder | $274 | $6,242-95.6% | $4,913-94.4% | $11,598-97.6% |