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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 | $32,923 | $100,911-67.4% | $90,440-63.6% | $158,966-79.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 1.58% | 1726.62%-1725.0pp | 1294.38%-1292.8pp | 302.95%-301.4pp |
| Employer contribution / active EE | $1,191 | $3,690-67.7% | $3,263-63.5% | $4,762-75.0% |
| Participant deferral / active EE | $6,089 | $4,348+40.0% | $3,964+53.6% | $5,983+1.8% |
| Admin fee / account holder | $161 | $6,507-97.5% | $5,615-97.1% | $11,250-98.6% |