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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 | $38,598 | $103,038-62.5% | $90,324-57.3% | $152,909-74.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 0.10% | 95.25%-95.1pp | 78.15%-78.0pp | 345.46%-345.4pp |
| Employer contribution / active EE | $0 | $3,141-100.0% | $2,856-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,354 | $4,282-21.7% | $3,885-13.7% | $5,851-42.7% |
| Admin fee / account holder | $4 | $6,177-99.9% | $5,356-99.9% | $11,601-100.0% |