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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 | $34,331 | $100,938-66.0% | $90,461-62.0% | $158,982-78.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 1.75% | 1727.20%-1725.5pp | 1294.76%-1293.0pp | 302.99%-301.2pp |
| Employer contribution / active EE | $798 | $3,691-78.4% | $3,264-75.6% | $4,763-83.3% |
| Participant deferral / active EE | $0 | $4,350-100.0% | $3,964-100.0% | $5,983-100.0% |
| Admin fee / account holder | $100 | $6,510-98.5% | $5,617-98.2% | $11,252-99.1% |