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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 | $15,933 | $27,924-42.9% | $58,544-72.8% | $75,181-78.8% |
| Participation rate | 100.0% | 38.8%+61.2pp | 50.9%+49.1pp | 67.2%+32.8pp |
| Annual return | 13.28% | 44.20%-30.9pp | 4249.56%-4236.3pp | 160.69%-147.4pp |
| Employer contribution / active EE | $107 | $669-84.1% | $1,053-89.9% | $2,671-96.0% |
| Participant deferral / active EE | $2,069 | $1,202+72.2% | $1,923+7.6% | $4,126-49.9% |
| Admin fee / account holder | $139 | $1,726-91.9% | $2,520-94.5% | $5,650-97.5% |