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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 | $10,422 | $90,614-88.5% | $76,089-86.3% | $145,877-92.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 4.99% | 623.80%-618.8pp | 360.94%-356.0pp | 551.28%-546.3pp |
| Employer contribution / active EE | $1,665 | $3,324-49.9% | $2,690-38.1% | $4,663-64.3% |
| Participant deferral / active EE | $2,633 | $5,168-49.1% | $4,259-38.2% | $6,691-60.6% |
| Admin fee / account holder | $142 | $8,376-98.3% | $6,418-97.8% | $13,402-98.9% |