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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 | $15,790 | $48,314-67.3% | $67,561-76.6% | $80,925-80.5% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | 10.10% | 18.28%-8.2pp | 3525.44%-3515.3pp | 35.65%-25.6pp |
| Employer contribution / active EE | $1,660 | $2,022-17.9% | $2,735-39.3% | $2,756-39.8% |
| Participant deferral / active EE | $0 | $2,927-100.0% | $4,003-100.0% | $4,299-100.0% |
| Admin fee / account holder | $0 | $3,690-100.0% | $4,006-100.0% | $6,940-100.0% |