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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 | $17,294 | $56,431-69.4% | $130,788-86.8% | $87,485-80.2% |
| Participation rate | 100.0% | 58.9%+41.1pp | 70.1%+29.9pp | 68.9%+31.1pp |
| Annual return | 9.40% | 91.27%-81.9pp | 386.44%-377.0pp | 26.06%-16.7pp |
| Employer contribution / active EE | $1,773 | $1,549+14.4% | $3,558-50.2% | $2,596-31.7% |
| Participant deferral / active EE | $0 | $2,749-100.0% | $4,137-100.0% | $4,274-100.0% |
| Admin fee / account holder | $12 | $4,433-99.7% | $6,673-99.8% | $7,775-99.8% |