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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 | $53,101 | $29,319+81.1% | $52,425+1.3% | $82,448-35.6% |
| Participation rate | 93.2% | 46.9%+46.3pp | 55.6%+37.6pp | 68.1%+25.1pp |
| Annual return | 2.53% | 535.20%-532.7pp | 302.12%-299.6pp | 41.64%-39.1pp |
| Employer contribution / active EE | $273 | $586-53.5% | $914-70.2% | $2,551-89.3% |
| Participant deferral / active EE | $0 | $1,171-100.0% | $1,790-100.0% | $4,139-100.0% |
| Admin fee / account holder | $133 | $1,962-93.2% | $2,495-94.7% | $7,234-98.2% |