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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 | $22,926 | $60,139-61.9% | $90,461-74.7% | $79,856-71.3% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 6.46% | 71.96%-65.5pp | 1294.76%-1288.3pp | 31.71%-25.3pp |
| Employer contribution / active EE | $6,317 | $2,069+205.4% | $3,264+93.5% | $2,471+155.6% |
| Participant deferral / active EE | $0 | $2,939-100.0% | $3,964-100.0% | $3,741-100.0% |
| Admin fee / account holder | $0 | $3,978-100.0% | $5,617-100.0% | $5,306-100.0% |