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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 | $14,309 | $111,785-87.2% | $93,669-84.7% | $145,877-90.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 2.06% | 203.79%-201.7pp | 133.59%-131.5pp | 551.28%-549.2pp |
| Employer contribution / active EE | $4,206 | $3,096+35.8% | $2,424+73.5% | $4,663-9.8% |
| Participant deferral / active EE | $0 | $4,919-100.0% | $4,416-100.0% | $6,691-100.0% |
| Admin fee / account holder | $50 | $10,256-99.5% | $8,291-99.4% | $13,402-99.6% |