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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 | $47,483 | $99,652-52.4% | $78,778-39.7% | $147,586-67.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 1.73% | 47.28%-45.6pp | 35.62%-33.9pp | 578.59%-576.9pp |
| Employer contribution / active EE | $704 | $2,796-74.8% | $1,986-64.6% | $4,876-85.6% |
| Participant deferral / active EE | $12,000 | $3,664+227.6% | $2,958+305.6% | $5,439+120.6% |
| Admin fee / account holder | $136 | $7,155-98.1% | $5,134-97.4% | $10,886-98.8% |