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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 | $11,654 | $77,901-85.0% | $149,717-92.2% | $75,181-84.5% |
| Participation rate | 85.3% | 65.6%+19.7pp | 78.8%+6.5pp | 67.2%+18.1pp |
| Annual return | 13.09% | 31.73%-18.6pp | 134.41%-121.3pp | 160.69%-147.6pp |
| Employer contribution / active EE | $735 | $3,137-76.6% | $4,820-84.7% | $2,671-72.5% |
| Participant deferral / active EE | $0 | $3,411-100.0% | $5,682-100.0% | $4,126-100.0% |
| Admin fee / account holder | $0 | $5,949-100.0% | $13,213-100.0% | $5,650-100.0% |