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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 | $18,239 | $99,031-81.6% | $86,597-78.9% | $147,585-87.6% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 1.58% | 1312.56%-1311.0pp | 964.96%-963.4pp | 578.57%-577.0pp |
| Employer contribution / active EE | $3,413 | $3,132+9.0% | $2,840+20.2% | $4,876-30.0% |
| Participant deferral / active EE | $3,395 | $3,972-14.5% | $3,609-5.9% | $5,439-37.6% |
| Admin fee / account holder | $22 | $5,711-99.6% | $4,906-99.6% | $10,885-99.8% |