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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 | $14,593 | $103,008-85.8% | $90,304-83.8% | $152,897-90.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 1.56% | 95.22%-93.7pp | 78.13%-76.6pp | 345.43%-343.9pp |
| Employer contribution / active EE | $8,177 | $3,139+160.5% | $2,855+186.4% | $4,764+71.7% |
| Participant deferral / active EE | $0 | $4,281-100.0% | $3,885-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $6,175-100.0% | $5,354-100.0% | $11,599-100.0% |