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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 | $14,361 | $57,330-74.9% | $86,656-83.4% | $75,177-80.9% |
| Participation rate | 97.7% | 63.2%+34.5pp | 71.7%+26.0pp | 67.2%+30.5pp |
| Annual return | 4.23% | 2675.40%-2671.2pp | 593.09%-588.9pp | 160.75%-156.5pp |
| Employer contribution / active EE | $465 | $2,316-79.9% | $3,025-84.6% | $2,671-82.6% |
| Participant deferral / active EE | $0 | $3,320-100.0% | $4,439-100.0% | $4,126-100.0% |
| Admin fee / account holder | $150 | $4,115-96.4% | $5,619-97.3% | $5,651-97.4% |