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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 | $11,771 | $106,267-88.9% | $96,520-87.8% | $139,456-91.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 10.49% | 38.45%-28.0pp | 35.72%-25.2pp | 373.45%-363.0pp |
| Employer contribution / active EE | $3,372 | $4,105-17.9% | $3,739-9.8% | $4,753-29.1% |
| Participant deferral / active EE | $0 | $5,454-100.0% | $4,879-100.0% | $6,711-100.0% |
| Admin fee / account holder | $57 | $7,882-99.3% | $6,733-99.2% | $11,407-99.5% |