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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 | $31,307 | $228,352-86.3% | $185,827-83.2% | $158,950-80.3% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 0.19% | 40.81%-40.6pp | 35.96%-35.8pp | 302.91%-302.7pp |
| Employer contribution / active EE | $1,989 | $4,967-60.0% | $4,087-51.3% | $4,762-58.2% |
| Participant deferral / active EE | $0 | $6,416-100.0% | $5,633-100.0% | $5,983-100.0% |
| Admin fee / account holder | $65 | $11,867-99.4% | $9,502-99.3% | $11,248-99.4% |