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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 | $40,235 | $116,203-65.4% | $93,621-57.0% | $152,897-73.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 1.77% | 35.96%-34.2pp | 32.76%-31.0pp | 345.43%-343.7pp |
| Employer contribution / active EE | $1,392 | $3,219-56.8% | $2,719-48.8% | $4,764-70.8% |
| Participant deferral / active EE | $0 | $4,605-100.0% | $4,070-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $10,751-100.0% | $7,890-100.0% | $11,599-100.0% |