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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 | $13,125 | $76,519-82.8% | $56,025-76.6% | $145,897-91.0% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 3.28% | 3017.03%-3013.7pp | 1712.69%-1709.4pp | 552.29%-549.0pp |
| Employer contribution / active EE | $2,857 | $1,383+106.5% | $1,042+174.3% | $4,663-38.7% |
| Participant deferral / active EE | $3,286 | $2,624+25.2% | $1,955+68.1% | $6,689-50.9% |
| Admin fee / account holder | $14 | $3,331-99.6% | $2,828-99.5% | $13,390-99.9% |