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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 | $15,877 | $81,696-80.6% | $70,494-77.5% | $158,982-90.0% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 1.16% | 208.70%-207.5pp | 109.16%-108.0pp | 302.99%-301.8pp |
| Employer contribution / active EE | $3,325 | $3,220+3.3% | $2,738+21.4% | $4,763-30.2% |
| Participant deferral / active EE | $0 | $4,558-100.0% | $3,711-100.0% | $5,983-100.0% |
| Admin fee / account holder | $246 | $6,200-96.0% | $3,848-93.6% | $11,252-97.8% |