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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 | $13,524 | $61,787-78.1% | $97,197-86.1% | $80,925-83.3% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.7%+27.3pp | 67.7%+32.3pp |
| Annual return | 2.72% | -558.16%+560.9pp | 75.47%-72.7pp | 35.65%-32.9pp |
| Employer contribution / active EE | $426 | $1,836-76.8% | $2,723-84.4% | $2,756-84.6% |
| Participant deferral / active EE | $0 | $3,027-100.0% | $4,263-100.0% | $4,299-100.0% |
| Admin fee / account holder | $0 | $5,170-100.0% | $5,637-100.0% | $6,940-100.0% |