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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 | $36,166 | $68,097-46.9% | $62,929-42.5% | $137,256-73.7% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 4.93% | 1859.11%-1854.2pp | 1063.93%-1059.0pp | 220.34%-215.4pp |
| Employer contribution / active EE | $4,648 | $2,811+65.3% | $2,505+85.6% | $4,156+11.8% |
| Participant deferral / active EE | $4,924 | $4,553+8.2% | $3,888+26.6% | $6,407-23.1% |
| Admin fee / account holder | $115 | $6,521-98.2% | $5,065-97.7% | $12,270-99.1% |