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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 | $13,322 | $49,199-72.9% | $121,210-89.0% | $75,177-82.3% |
| Participation rate | 76.5% | 55.4%+21.0pp | 69.5%+6.9pp | 67.2%+9.3pp |
| Annual return | 11.36% | 56.04%-44.7pp | 987.41%-976.1pp | 160.75%-149.4pp |
| Employer contribution / active EE | $422 | $1,547-72.7% | $4,171-89.9% | $2,671-84.2% |
| Participant deferral / active EE | $1,118 | $2,630-57.5% | $4,084-72.6% | $4,126-72.9% |
| Admin fee / account holder | $285 | $3,946-92.8% | $5,647-95.0% | $5,651-95.0% |