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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 | $12,499 | $108,911-88.5% | $100,392-87.5% | $145,884-91.4% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 3.16% | 58.23%-55.1pp | 49.45%-46.3pp | 551.85%-548.7pp |
| Employer contribution / active EE | $1,959 | $4,420-55.7% | $3,941-50.3% | $4,662-58.0% |
| Participant deferral / active EE | $2,475 | $8,459-70.7% | $8,090-69.4% | $6,690-63.0% |
| Admin fee / account holder | $0 | $9,698-100.0% | $7,904-100.0% | $13,392-100.0% |