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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 | $13,886 | $45,152-69.2% | $73,836-81.2% | $59,633-76.7% |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.4%+26.6pp | 68.7%+31.3pp |
| Annual return | -6.70% | 27.40%-34.1pp | 2268.06%-2274.8pp | 2041.45%-2048.2pp |
| Employer contribution / active EE | $2,113 | $1,901+11.1% | $2,787-24.2% | $2,203-4.1% |
| Participant deferral / active EE | $3,039 | $2,573+18.1% | $3,583-15.2% | $3,192-4.8% |
| Admin fee / account holder | $119 | $3,515-96.6% | $4,882-97.6% | $4,297-97.2% |