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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 | $13,972 | $34,316-59.3% | $74,723-81.3% | $72,976-80.9% |
| Participation rate | 100.0% | 42.4%+57.6pp | 54.5%+45.5pp | 69.5%+30.5pp |
| Annual return | 14.64% | 26.58%-11.9pp | 753.18%-738.5pp | 81.02%-66.4pp |
| Employer contribution / active EE | $4,358 | $692+529.9% | $1,084+301.9% | $2,440+78.6% |
| Participant deferral / active EE | $2,891 | $1,272+127.3% | $1,962+47.4% | $3,608-19.9% |
| Admin fee / account holder | $15 | $2,125-99.3% | $3,335-99.6% | $5,124-99.7% |