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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 | $50,398 | $100,911-50.1% | $90,440-44.3% | $158,966-68.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 4.88% | 1726.62%-1721.7pp | 1294.38%-1289.5pp | 302.95%-298.1pp |
| Employer contribution / active EE | $1,074 | $3,690-70.9% | $3,263-67.1% | $4,762-77.4% |
| Participant deferral / active EE | $2,439 | $4,348-43.9% | $3,964-38.5% | $5,983-59.2% |
| Admin fee / account holder | $0 | $6,507-100.0% | $5,615-100.0% | $11,250-100.0% |