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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 | $56,579 | $29,716+90.4% | $56,077+0.9% | $80,925-30.1% |
| Participation rate | 89.4% | 41.7%+47.7pp | 52.5%+36.9pp | 67.7%+21.7pp |
| Annual return | -1.66% | 35.30%-37.0pp | 1709.28%-1710.9pp | 35.65%-37.3pp |
| Employer contribution / active EE | $405 | $671-39.6% | $1,040-61.1% | $2,756-85.3% |
| Participant deferral / active EE | $0 | $1,228-100.0% | $1,954-100.0% | $4,299-100.0% |
| Admin fee / account holder | $232 | $2,432-90.4% | $2,825-91.8% | $6,940-96.7% |