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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 | $41,850 | $99,011-57.7% | $86,582-51.7% | $147,586-71.6% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 8.48% | 1312.75%-1304.3pp | 965.08%-956.6pp | 578.59%-570.1pp |
| Employer contribution / active EE | $1,550 | $3,132-50.5% | $2,839-45.4% | $4,876-68.2% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $3,609-100.0% | $5,439-100.0% |
| Admin fee / account holder | $118 | $5,709-97.9% | $4,904-97.6% | $10,886-98.9% |