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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 | $12,988 | $57,305-77.3% | $86,640-85.0% | $75,173-82.7% |
| Participation rate | 78.3% | 63.2%+15.1pp | 71.7%+6.6pp | 67.2%+11.1pp |
| Annual return | 9.79% | 2674.24%-2664.4pp | 592.52%-582.7pp | 160.72%-150.9pp |
| Employer contribution / active EE | $0 | $2,316-100.0% | $3,024-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,972 | $3,320-40.6% | $4,438-55.6% | $4,126-52.2% |
| Admin fee / account holder | $97 | $4,116-97.7% | $5,616-98.3% | $5,651-98.3% |