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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 | $34,038 | $65,440-48.0% | $98,506-65.4% | $85,851-60.4% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 10.79% | 21.75%-11.0pp | 1494.92%-1484.1pp | 318.63%-307.8pp |
| Employer contribution / active EE | $953 | $2,169-56.1% | $2,961-67.8% | $2,565-62.9% |
| Participant deferral / active EE | $2,393 | $3,168-24.5% | $4,277-44.1% | $3,952-39.5% |
| Admin fee / account holder | $259 | $4,596-94.4% | $5,955-95.7% | $6,261-95.9% |