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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 | $80,170 | $108,701-26.2% | $74,723+7.3% | $152,909-47.6% |
| Participation rate | 100.0% | 65.4%+34.6pp | 54.5%+45.5pp | 82.5%+17.5pp |
| Annual return | 0.35% | 114.12%-113.8pp | 753.18%-752.8pp | 345.46%-345.1pp |
| Employer contribution / active EE | $881 | $1,504-41.4% | $1,084-18.7% | $4,764-81.5% |
| Participant deferral / active EE | $1,103 | $2,709-59.3% | $1,962-43.8% | $5,851-81.1% |
| Admin fee / account holder | $0 | $4,906-100.0% | $3,335-100.0% | $11,601-100.0% |