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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 | $39,463 | $99,031-60.2% | $86,597-54.4% | $147,585-73.3% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 6.48% | 1312.56%-1306.1pp | 964.96%-958.5pp | 578.57%-572.1pp |
| Employer contribution / active EE | $825 | $3,132-73.7% | $2,840-71.0% | $4,876-83.1% |
| Participant deferral / active EE | $4,062 | $3,972+2.2% | $3,609+12.5% | $5,439-25.3% |
| Admin fee / account holder | $65 | $5,711-98.9% | $4,906-98.7% | $10,885-99.4% |