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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 | $32,499 | $105,200-69.1% | $159,474-79.6% | $85,847-62.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 4.17% | 45.08%-40.9pp | 263.68%-259.5pp | 318.61%-314.4pp |
| Employer contribution / active EE | $980 | $3,319-70.5% | $4,831-79.7% | $2,565-61.8% |
| Participant deferral / active EE | $0 | $5,946-100.0% | $7,353-100.0% | $3,952-100.0% |
| Admin fee / account holder | $22 | $6,934-99.7% | $10,802-99.8% | $6,261-99.6% |