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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 | $13,644 | $56,134-75.7% | $96,171-85.8% | $85,847-84.1% |
| Participation rate | 100.0% | 56.7%+43.3pp | 68.4%+31.6pp | 69.3%+30.7pp |
| Annual return | 8.88% | 42.30%-33.4pp | 192.04%-183.2pp | 318.61%-309.7pp |
| Employer contribution / active EE | $1,429 | $1,620-11.8% | $2,799-49.0% | $2,565-44.3% |
| Participant deferral / active EE | $0 | $2,858-100.0% | $4,350-100.0% | $3,952-100.0% |
| Admin fee / account holder | $64 | $3,769-98.3% | $5,538-98.8% | $6,261-99.0% |