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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 | $14,023 | $27,936-49.8% | $58,561-76.1% | $75,173-81.3% |
| Participation rate | 77.8% | 38.8%+38.9pp | 50.9%+26.9pp | 67.2%+10.6pp |
| Annual return | 12.10% | 44.21%-32.1pp | 4251.33%-4239.2pp | 160.72%-148.6pp |
| Employer contribution / active EE | $4,021 | $670+500.5% | $1,053+281.7% | $2,671+50.5% |
| Participant deferral / active EE | $2,566 | $1,202+113.5% | $1,923+33.4% | $4,126-37.8% |
| Admin fee / account holder | $136 | $1,727-92.1% | $2,520-94.6% | $5,651-97.6% |