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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 | $17,662 | $107,941-83.6% | $91,994-80.8% | $152,909-88.4% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 2.43% | 89.28%-86.8pp | 69.04%-66.6pp | 345.46%-343.0pp |
| Employer contribution / active EE | $4,816 | $4,212+14.3% | $3,453+39.5% | $4,764+1.1% |
| Participant deferral / active EE | $2,643 | $6,366-58.5% | $5,924-55.4% | $5,851-54.8% |
| Admin fee / account holder | $23 | $10,521-99.8% | $7,744-99.7% | $11,601-99.8% |