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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 | $25,618 | $49,199-47.9% | $121,204-78.9% | $75,173-65.9% |
| Participation rate | 92.0% | 55.4%+36.6pp | 69.5%+22.5pp | 67.2%+24.8pp |
| Annual return | 4.70% | 56.04%-51.3pp | 987.18%-982.5pp | 160.72%-156.0pp |
| Employer contribution / active EE | $0 | $1,547-100.0% | $4,170-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,728 | $2,630+3.7% | $4,083-33.2% | $4,126-33.9% |
| Admin fee / account holder | $16 | $3,946-99.6% | $5,651-99.7% | $5,651-99.7% |