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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 | $76,608-93.9% | $56,077-91.6% | $145,877-96.8% |
| Participation rate | 73.7% | 63.2%+10.4pp | 52.5%+21.2pp | 80.3%-6.6pp |
| Annual return | -0.03% | 3009.59%-3009.6pp | 1709.28%-1709.3pp | 551.28%-551.3pp |
| Employer contribution / active EE | $2,042 | $1,382+47.8% | $1,040+96.3% | $4,663-56.2% |
| Participant deferral / active EE | $581 | $2,624-77.9% | $1,954-70.3% | $6,691-91.3% |
| Admin fee / account holder | $104 | $3,325-96.9% | $2,825-96.3% | $13,402-99.2% |