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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 | $11,805 | $48,053-75.4% | $84,637-86.1% | $72,976-83.8% |
| Participation rate | 100.0% | 57.6%+42.4pp | 68.2%+31.8pp | 69.5%+30.5pp |
| Annual return | -2.85% | 37.39%-40.2pp | 258.82%-261.7pp | 81.02%-83.9pp |
| Employer contribution / active EE | $431 | $1,602-73.1% | $2,653-83.7% | $2,440-82.3% |
| Participant deferral / active EE | $0 | $2,681-100.0% | $3,900-100.0% | $3,608-100.0% |
| Admin fee / account holder | $292 | $3,395-91.4% | $4,914-94.1% | $5,124-94.3% |