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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 | $33,305 | $103,038-67.7% | $90,324-63.1% | $152,909-78.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 1.73% | 95.25%-93.5pp | 78.15%-76.4pp | 345.46%-343.7pp |
| Employer contribution / active EE | $5,950 | $3,141+89.4% | $2,856+108.3% | $4,764+24.9% |
| Participant deferral / active EE | $0 | $4,282-100.0% | $3,885-100.0% | $5,851-100.0% |
| Admin fee / account holder | $83 | $6,177-98.7% | $5,356-98.4% | $11,601-99.3% |