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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 | $6,738 | $58,311-88.4% | $81,882-91.8% | $80,959-91.7% |
| Participation rate | 90.9% | 63.5%+27.4pp | 72.4%+18.5pp | 67.7%+23.2pp |
| Annual return | 9.31% | 41.85%-32.5pp | 779.47%-770.2pp | 35.67%-26.4pp |
| Employer contribution / active EE | $905 | $2,347-61.4% | $2,916-69.0% | $2,757-67.2% |
| Participant deferral / active EE | $2,062 | $3,287-37.3% | $4,323-52.3% | $4,300-52.0% |
| Admin fee / account holder | $174 | $4,752-96.3% | $7,360-97.6% | $6,925-97.5% |