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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 | $43,174 | $56,199-23.2% | $67,652-36.2% | $59,632-27.6% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | -4.05% | 18505.31%-18509.4pp | 6625.04%-6629.1pp | 2041.32%-2045.4pp |
| Employer contribution / active EE | $1,515 | $1,614-6.2% | $2,266-33.1% | $2,203-31.2% |
| Participant deferral / active EE | $2,117 | $2,844-25.5% | $3,560-40.5% | $3,192-33.7% |
| Admin fee / account holder | $101 | $3,958-97.5% | $4,821-97.9% | $4,297-97.7% |