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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 | $29,733+90.3% | $56,025+1.0% | $80,959-30.1% |
| Participation rate | 89.4% | 41.7%+47.6pp | 52.5%+36.9pp | 67.7%+21.7pp |
| Annual return | -1.66% | 35.28%-36.9pp | 1712.69%-1714.3pp | 35.67%-37.3pp |
| Employer contribution / active EE | $405 | $672-39.7% | $1,042-61.1% | $2,757-85.3% |
| Participant deferral / active EE | $0 | $1,229-100.0% | $1,955-100.0% | $4,300-100.0% |
| Admin fee / account holder | $232 | $2,434-90.4% | $2,828-91.8% | $6,925-96.6% |