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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 | $19,584 | $85,171-77.0% | $172,752-88.7% | $72,975-73.2% |
| Participation rate | 94.1% | 70.1%+24.1pp | 82.6%+11.5pp | 69.5%+24.6pp |
| Annual return | 4.49% | 27.32%-22.8pp | 802.97%-798.5pp | 81.01%-76.5pp |
| Employer contribution / active EE | $3,079 | $3,324-7.4% | $5,144-40.1% | $2,440+26.2% |
| Participant deferral / active EE | $0 | $3,260-100.0% | $5,198-100.0% | $3,608-100.0% |
| Admin fee / account holder | $130 | $5,880-97.8% | $13,955-99.1% | $5,124-97.5% |