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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 | $23,938 | $60,139-60.2% | $90,461-73.5% | $79,856-70.0% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 9.65% | 71.96%-62.3pp | 1294.76%-1285.1pp | 31.71%-22.1pp |
| Employer contribution / active EE | $1,113 | $2,069-46.2% | $3,264-65.9% | $2,471-55.0% |
| Participant deferral / active EE | $2,008 | $2,939-31.7% | $3,964-49.3% | $3,741-46.3% |
| Admin fee / account holder | $286 | $3,978-92.8% | $5,617-94.9% | $5,306-94.6% |