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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 | $4,694 | $76,785-93.9% | $56,441-91.7% | $145,959-96.8% |
| Participation rate | 73.7% | 63.2%+10.4pp | 52.5%+21.2pp | 80.3%-6.6pp |
| Annual return | -0.03% | 3000.51%-3000.5pp | 1704.21%-1704.2pp | 561.95%-562.0pp |
| Employer contribution / active EE | $2,042 | $1,381+47.9% | $1,039+96.5% | $4,661-56.2% |
| Participant deferral / active EE | $581 | $2,624-77.8% | $1,953-70.2% | $6,689-91.3% |
| Admin fee / account holder | $104 | $3,334-96.9% | $2,829-96.3% | $13,398-99.2% |