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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 | $14,252 | $60,119-76.3% | $90,430-84.2% | $79,858-82.2% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 6.15% | 71.94%-65.8pp | 1293.73%-1287.6pp | 31.72%-25.6pp |
| Employer contribution / active EE | $758 | $2,068-63.4% | $3,262-76.8% | $2,471-69.3% |
| Participant deferral / active EE | $0 | $2,938-100.0% | $3,963-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $3,976-100.0% | $5,613-100.0% | $5,306-100.0% |