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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 | $52,353-67.0% | $120,225-85.6% | $82,448-79.0% |
| Participation rate | 100.0% | 58.3%+41.7pp | 69.6%+30.4pp | 68.1%+31.9pp |
| Annual return | 9.40% | 61.85%-52.4pp | 439.23%-429.8pp | 41.64%-32.2pp |
| Employer contribution / active EE | $1,773 | $1,510+17.4% | $3,475-49.0% | $2,551-30.5% |
| Participant deferral / active EE | $0 | $2,627-100.0% | $3,999-100.0% | $4,139-100.0% |
| Admin fee / account holder | $12 | $4,363-99.7% | $5,696-99.8% | $7,234-99.8% |