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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 | $20,907 | $99,011-78.9% | $86,582-75.9% | $147,586-85.8% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 3.81% | 1312.75%-1308.9pp | 965.08%-961.3pp | 578.59%-574.8pp |
| Employer contribution / active EE | $1,154 | $3,132-63.2% | $2,839-59.4% | $4,876-76.3% |
| Participant deferral / active EE | $10,034 | $3,972+152.6% | $3,609+178.0% | $5,439+84.5% |
| Admin fee / account holder | $25 | $5,709-99.6% | $4,904-99.5% | $10,886-99.8% |