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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 | $44,540 | $110,551-59.7% | $80,741-44.8% | $167,536-73.4% |
| Participation rate | 90.0% | 64.0%+26.0pp | 54.2%+35.8pp | 82.1%+7.9pp |
| Annual return | 3.19% | 120.57%-117.4pp | 87.30%-84.1pp | 478.82%-475.6pp |
| Employer contribution / active EE | $5,828 | $1,543+277.8% | $1,160+402.4% | $4,839+20.4% |
| Participant deferral / active EE | $0 | $2,870-100.0% | $2,145-100.0% | $6,342-100.0% |
| Admin fee / account holder | $0 | $4,547-100.0% | $3,380-100.0% | $12,315-100.0% |