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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 | $15,585 | $75,832-79.4% | $147,618-89.4% | $59,633-73.9% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -4.35% | 0.37%-4.7pp | 61.98%-66.3pp | 2041.40%-2045.7pp |
| Employer contribution / active EE | $856 | $3,485-75.4% | $5,565-84.6% | $2,203-61.2% |
| Participant deferral / active EE | $2,019 | $3,131-35.5% | $4,895-58.8% | $3,192-36.8% |
| Admin fee / account holder | $52 | $5,986-99.1% | $11,612-99.6% | $4,297-98.8% |