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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 | $21,418 | $60,139-64.4% | $90,461-76.3% | $79,856-73.2% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 6.43% | 71.96%-65.5pp | 1294.76%-1288.3pp | 31.71%-25.3pp |
| Employer contribution / active EE | $1,758 | $2,069-15.0% | $3,264-46.1% | $2,471-28.9% |
| Participant deferral / active EE | $1,460 | $2,939-50.3% | $3,964-63.2% | $3,741-61.0% |
| Admin fee / account holder | $48 | $3,978-98.8% | $5,617-99.1% | $5,306-99.1% |