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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 | $14,777 | $47,479-68.9% | $62,929-76.5% | $82,448-82.1% |
| Participation rate | 100.0% | 66.9%+33.1pp | 73.1%+26.9pp | 68.1%+31.9pp |
| Annual return | 3.97% | 20.34%-16.4pp | 1063.93%-1060.0pp | 41.64%-37.7pp |
| Employer contribution / active EE | $1,143 | $1,885-39.4% | $2,505-54.4% | $2,551-55.2% |
| Participant deferral / active EE | $0 | $2,870-100.0% | $3,888-100.0% | $4,139-100.0% |
| Admin fee / account holder | $80 | $3,804-97.9% | $5,065-98.4% | $7,234-98.9% |