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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 | $54,418 | $56,134-3.1% | $96,171-43.4% | $85,847-36.6% |
| Participation rate | 100.0% | 56.7%+43.3pp | 68.4%+31.6pp | 69.3%+30.7pp |
| Annual return | 4.89% | 42.30%-37.4pp | 192.04%-187.1pp | 318.61%-313.7pp |
| Employer contribution / active EE | $270 | $1,620-83.3% | $2,799-90.3% | $2,565-89.5% |
| Participant deferral / active EE | $0 | $2,858-100.0% | $4,350-100.0% | $3,952-100.0% |
| Admin fee / account holder | $168 | $3,769-95.5% | $5,538-97.0% | $6,261-97.3% |