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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 | $27,518 | $81,696-66.3% | $70,494-61.0% | $158,982-82.7% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 2.83% | 208.70%-205.9pp | 109.16%-106.3pp | 302.99%-300.2pp |
| Employer contribution / active EE | $1,833 | $3,220-43.1% | $2,738-33.0% | $4,763-61.5% |
| Participant deferral / active EE | $2,265 | $4,558-50.3% | $3,711-39.0% | $5,983-62.1% |
| Admin fee / account holder | $104 | $6,200-98.3% | $3,848-97.3% | $11,252-99.1% |