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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 | $17,663 | $85,171-79.3% | $172,752-89.8% | $72,975-75.8% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 0.33% | 27.32%-27.0pp | 802.97%-802.6pp | 81.01%-80.7pp |
| Employer contribution / active EE | $1,379 | $3,324-58.5% | $5,144-73.2% | $2,440-43.5% |
| Participant deferral / active EE | $2,659 | $3,260-18.4% | $5,198-48.8% | $3,608-26.3% |
| Admin fee / account holder | $0 | $5,880-100.0% | $13,955-100.0% | $5,124-100.0% |