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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 | $13,254 | $100,139-86.8% | $85,187-84.4% | $145,884-90.9% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 1.51% | 84.15%-82.6pp | 66.67%-65.2pp | 551.85%-550.3pp |
| Employer contribution / active EE | $1,121 | $3,238-65.4% | $2,732-59.0% | $4,662-76.0% |
| Participant deferral / active EE | $0 | $5,296-100.0% | $4,525-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $7,262-100.0% | $6,162-100.0% | $13,392-100.0% |