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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 | $17,722 | $96,678-81.7% | $86,640-79.5% | $139,466-87.3% |
| Participation rate | 94.7% | 74.4%+20.3pp | 71.7%+23.0pp | 80.3%+14.4pp |
| Annual return | 1.70% | 106.69%-105.0pp | 592.52%-590.8pp | 373.66%-372.0pp |
| Employer contribution / active EE | $1,316 | $3,265-59.7% | $3,024-56.5% | $4,754-72.3% |
| Participant deferral / active EE | $0 | $4,837-100.0% | $4,438-100.0% | $6,712-100.0% |
| Admin fee / account holder | $39 | $6,410-99.4% | $5,616-99.3% | $11,409-99.7% |