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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 | $2,104 | $27,943-92.5% | $58,507-96.4% | $75,177-97.2% |
| Participation rate | 100.0% | 38.8%+61.2pp | 50.9%+49.1pp | 67.2%+32.8pp |
| Annual return | 10.64% | 44.22%-33.6pp | 4252.32%-4241.7pp | 160.75%-150.1pp |
| Employer contribution / active EE | $694 | $670+3.6% | $1,053-34.1% | $2,671-74.0% |
| Participant deferral / active EE | $0 | $1,202-100.0% | $1,922-100.0% | $4,126-100.0% |
| Admin fee / account holder | $21 | $1,727-98.8% | $2,486-99.2% | $5,651-99.6% |