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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 | $19,689 | $176,688-88.9% | $130,660-84.9% | $152,897-87.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.5%+17.5pp |
| Annual return | 5.04% | 2693.08%-2688.0pp | 1709.29%-1704.2pp | 345.43%-340.4pp |
| Employer contribution / active EE | $1,209 | $5,743-78.9% | $4,092-70.5% | $4,764-74.6% |
| Participant deferral / active EE | $439 | $4,362-89.9% | $3,603-87.8% | $5,851-92.5% |
| Admin fee / account holder | $39 | $7,131-99.5% | $5,463-99.3% | $11,599-99.7% |