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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 | $51,997 | $60,119-13.5% | $90,430-42.5% | $79,858-34.9% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 1.00% | 71.94%-70.9pp | 1293.73%-1292.7pp | 31.72%-30.7pp |
| Employer contribution / active EE | $3,280 | $2,068+58.6% | $3,262+0.6% | $2,471+32.7% |
| Participant deferral / active EE | $0 | $2,938-100.0% | $3,963-100.0% | $3,740-100.0% |
| Admin fee / account holder | $296 | $3,976-92.6% | $5,613-94.7% | $5,306-94.4% |