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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 | $2,809 | $29,319-90.4% | $52,425-94.6% | $82,448-96.6% |
| Participation rate | 100.0% | 46.9%+53.1pp | 55.6%+44.4pp | 68.1%+31.9pp |
| Annual return | 8.45% | 535.20%-526.8pp | 302.12%-293.7pp | 41.64%-33.2pp |
| Employer contribution / active EE | $599 | $586+2.1% | $914-34.5% | $2,551-76.5% |
| Participant deferral / active EE | $0 | $1,171-100.0% | $1,790-100.0% | $4,139-100.0% |
| Admin fee / account holder | $72 | $1,962-96.3% | $2,495-97.1% | $7,234-99.0% |