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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 | $28,416 | $99,009-71.3% | $86,581-67.2% | $147,585-80.7% |
| Participation rate | 95.0% | 76.3%+18.7pp | 73.5%+21.5pp | 82.8%+12.2pp |
| Annual return | 2.75% | 1312.70%-1309.9pp | 965.06%-962.3pp | 578.58%-575.8pp |
| Employer contribution / active EE | $1,964 | $3,132-37.3% | $2,840-30.8% | $4,876-59.7% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $3,609-100.0% | $5,439-100.0% |
| Admin fee / account holder | $105 | $5,709-98.2% | $4,904-97.9% | $10,886-99.0% |