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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 | $19,888 | $106,905-81.4% | $84,020-76.3% | $152,885-87.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 5.11% | 105.00%-99.9pp | 71.31%-66.2pp | 345.39%-340.3pp |
| Employer contribution / active EE | $5,898 | $2,735+115.7% | $1,984+197.3% | $4,763+23.8% |
| Participant deferral / active EE | $0 | $4,012-100.0% | $3,239-100.0% | $5,851-100.0% |
| Admin fee / account holder | $139 | $8,287-98.3% | $6,101-97.7% | $11,598-98.8% |