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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 | $3,360 | $27,924-88.0% | $58,544-94.3% | $75,181-95.5% |
| Participation rate | 100.0% | 38.8%+61.2pp | 50.9%+49.1pp | 67.2%+32.8pp |
| Annual return | 12.98% | 44.20%-31.2pp | 4249.56%-4236.6pp | 160.69%-147.7pp |
| Employer contribution / active EE | $1,654 | $669+147.2% | $1,053+57.1% | $2,671-38.1% |
| Participant deferral / active EE | $1,250 | $1,202+4.0% | $1,923-35.0% | $4,126-69.7% |
| Admin fee / account holder | $73 | $1,726-95.8% | $2,520-97.1% | $5,650-98.7% |