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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 | $28,008 | $106,008-73.6% | $92,240-69.6% | $147,586-81.0% |
| Participation rate | 71.4% | 80.4%-9.0pp | 76.5%-5.1pp | 82.8%-11.4pp |
| Annual return | 2.09% | 50.05%-48.0pp | 176.29%-174.2pp | 578.59%-576.5pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $3,680-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,289 | $4,478-48.9% | $3,897-41.3% | $5,439-57.9% |
| Admin fee / account holder | $56 | $6,333-99.1% | $5,194-98.9% | $10,886-99.5% |