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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 | $28,746 | $63,346-54.6% | $92,240-68.8% | $70,126-59.0% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 9.50% | 530.19%-520.7pp | 176.29%-166.8pp | 73.15%-63.6pp |
| Employer contribution / active EE | $2,174 | $2,471-12.0% | $3,680-40.9% | $2,343-7.2% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $214 | $3,841-94.4% | $5,194-95.9% | $4,645-95.4% |