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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 | $19,884 | $83,337-76.1% | $67,834-70.7% | $273,972-92.7% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 0.28% | 259.45%-259.2pp | 138.47%-138.2pp | 41.46%-41.2pp |
| Employer contribution / active EE | $2,074 | $3,287-36.9% | $2,403-13.7% | $4,869-57.4% |
| Participant deferral / active EE | $0 | $4,088-100.0% | $3,160-100.0% | $5,287-100.0% |
| Admin fee / account holder | $198 | $6,752-97.1% | $4,622-95.7% | $10,133-98.0% |