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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 | $15,201 | $96,419-84.2% | $80,648-81.2% | $139,487-89.1% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 1.48% | 1352.86%-1351.4pp | 937.21%-935.7pp | 373.84%-372.4pp |
| Employer contribution / active EE | $2,839 | $3,261-12.9% | $2,724+4.3% | $4,755-40.3% |
| Participant deferral / active EE | $4,849 | $5,225-7.2% | $4,443+9.1% | $6,713-27.8% |
| Admin fee / account holder | $42 | $6,605-99.4% | $5,382-99.2% | $11,407-99.6% |