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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 | $4,789 | $28,624-83.3% | $53,647-91.1% | $82,637-94.2% |
| Participation rate | 100.0% | 47.3%+52.7pp | 56.3%+43.7pp | 68.1%+31.9pp |
| Annual return | 11.84% | 664.98%-653.1pp | 358.33%-346.5pp | 53.51%-41.7pp |
| Employer contribution / active EE | $429 | $637-32.6% | $962-55.4% | $2,552-83.2% |
| Participant deferral / active EE | $481 | $1,196-59.8% | $1,813-73.5% | $4,126-88.3% |
| Admin fee / account holder | $147 | $2,022-92.7% | $2,460-94.0% | $7,339-98.0% |