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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 | $18,153 | $88,778-79.6% | $81,844-77.8% | $145,884-87.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 0.48% | 1033.03%-1032.6pp | 778.87%-778.4pp | 551.85%-551.4pp |
| Employer contribution / active EE | $3,446 | $3,087+11.6% | $2,916+18.2% | $4,662-26.1% |
| Participant deferral / active EE | $0 | $4,648-100.0% | $4,323-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $8,430-100.0% | $7,355-100.0% | $13,392-100.0% |