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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 | $9,759 | $29,319-66.7% | $52,425-81.4% | $82,448-88.2% |
| Participation rate | 100.0% | 46.9%+53.1pp | 55.6%+44.4pp | 68.1%+31.9pp |
| Annual return | 0.00% | 535.20%-535.2pp | 302.12%-302.1pp | 41.64%-41.6pp |
| Employer contribution / active EE | $237 | $586-59.6% | $914-74.1% | $2,551-90.7% |
| Participant deferral / active EE | $0 | $1,171-100.0% | $1,790-100.0% | $4,139-100.0% |
| Admin fee / account holder | $135 | $1,962-93.1% | $2,495-94.6% | $7,234-98.1% |