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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 | $28,966 | $180,749-84.0% | $160,784-82.0% | $137,256-78.9% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 3.64% | 2234.46%-2230.8pp | 1803.92%-1800.3pp | 220.34%-216.7pp |
| Employer contribution / active EE | $2,857 | $4,155-31.2% | $3,733-23.5% | $4,156-31.3% |
| Participant deferral / active EE | $9,323 | $6,844+36.2% | $6,293+48.2% | $6,407+45.5% |
| Admin fee / account holder | $0 | $10,397-100.0% | $9,717-100.0% | $12,270-100.0% |