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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 | $34,746 | $96,678-64.1% | $86,640-59.9% | $139,466-75.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 4.58% | 106.69%-102.1pp | 592.52%-587.9pp | 373.66%-369.1pp |
| Employer contribution / active EE | $4,500 | $3,265+37.8% | $3,024+48.8% | $4,754-5.3% |
| Participant deferral / active EE | $7,500 | $4,837+55.1% | $4,438+69.0% | $6,712+11.7% |
| Admin fee / account holder | $20 | $6,410-99.7% | $5,616-99.6% | $11,409-99.8% |