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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 | $48,879 | $99,011-50.6% | $86,582-43.5% | $147,586-66.9% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 2.13% | 1312.75%-1310.6pp | 965.08%-963.0pp | 578.59%-576.5pp |
| Employer contribution / active EE | $2,780 | $3,132-11.3% | $2,839-2.1% | $4,876-43.0% |
| Participant deferral / active EE | $10,665 | $3,972+168.5% | $3,609+195.5% | $5,439+96.1% |
| Admin fee / account holder | $33 | $5,709-99.4% | $4,904-99.3% | $10,886-99.7% |