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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 | $43,493 | $100,911-56.9% | $90,440-51.9% | $158,966-72.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 4.49% | 1726.62%-1722.1pp | 1294.38%-1289.9pp | 302.95%-298.5pp |
| Employer contribution / active EE | $2,676 | $3,690-27.5% | $3,263-18.0% | $4,762-43.8% |
| Participant deferral / active EE | $7,385 | $4,348+69.8% | $3,964+86.3% | $5,983+23.4% |
| Admin fee / account holder | $0 | $6,507-100.0% | $5,615-100.0% | $11,250-100.0% |