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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 | $6,003 | $76,522-92.2% | $56,033-89.3% | $145,884-95.9% |
| Participation rate | 80.0% | 63.2%+16.8pp | 52.5%+27.5pp | 80.3%-0.3pp |
| Annual return | 0.14% | 3014.28%-3014.1pp | 1711.38%-1711.2pp | 551.85%-551.7pp |
| Employer contribution / active EE | $451 | $1,382-67.4% | $1,041-56.7% | $4,662-90.3% |
| Participant deferral / active EE | $3,000 | $2,624+14.3% | $1,954+53.5% | $6,690-55.2% |
| Admin fee / account holder | $78 | $3,328-97.6% | $2,827-97.2% | $13,392-99.4% |