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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 | $19,267 | $99,031-80.5% | $86,597-77.8% | $147,585-86.9% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 4.54% | 1312.56%-1308.0pp | 964.96%-960.4pp | 578.57%-574.0pp |
| Employer contribution / active EE | $2,096 | $3,132-33.1% | $2,840-26.2% | $4,876-57.0% |
| Participant deferral / active EE | $3,546 | $3,972-10.7% | $3,609-1.7% | $5,439-34.8% |
| Admin fee / account holder | $14 | $5,711-99.8% | $4,906-99.7% | $10,885-99.9% |