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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 | $21,568 | $176,688-87.8% | $130,660-83.5% | $152,885-85.9% |
| Participation rate | 85.7% | 79.0%+6.7pp | 71.7%+14.0pp | 82.5%+3.3pp |
| Annual return | 2.61% | 2693.08%-2690.5pp | 1709.29%-1706.7pp | 345.39%-342.8pp |
| Employer contribution / active EE | $618 | $5,743-89.2% | $4,092-84.9% | $4,763-87.0% |
| Participant deferral / active EE | $706 | $4,362-83.8% | $3,603-80.4% | $5,851-87.9% |
| Admin fee / account holder | $0 | $7,131-100.0% | $5,463-100.0% | $11,598-100.0% |